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UnitedHealth

3,019 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,190 increasing their positions, 1,390 reducing their positions, and 399 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $15.6B | Put options by funds: $14.8B

0.6% less ownership

Funds ownership: 83%82.4% (-0.6%)

8% less funds holding

Funds holding: 3,2953,019 (-276)

14% less repeat investments, than reductions

Existing positions increased: 1,190 | Existing positions reduced: 1,390

18% less capital invested

Capital invested by funds: $248B → $203B (-$45.4B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 188 | Existing positions closed: 399

Holders
3,019
Holders Change
-276
Holders Change %
-8.38%
% of All Funds
37.15%
Holding in Top 10
50
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-35.9%
% of All Funds
0.62%
New
188
Increased
1,190
Reduced
1,390
Closed
399
Calls
$15.6B
Puts
$14.8B
Net Calls
+$770M
Net Calls Change
-$2.56B
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1426
Shufro Rose & Co
New York
$1.3M -$64K -215 -4%
FFS
1427
Founders Financial Securities
Maryland
$1.3M -$63.7K -214 -5%
SWM
1428
SilverOak Wealth Management
Minnesota
$1.3M -$89.6K -301 -6%
RWPA
1429
Richard W. Paul & Associates
Michigan
$1.29M +$76.5K +257 +6%
BL
1430
Balentine LLC
Georgia
$1.29M +$59K +198 +4%
BFM
1431
Boothbay Fund Management
New York
$1.28M +$727K +2,440 +107%
TVPW
1432
Third View Private Wealth
Connecticut
$1.28M +$112K +377 +9%
AHC
1433
Adell Harriman & Carpenter
Texas
$1.27M -$325K -1,091 -19%
LCC
1434
Lincoln Capital Corp
Rhode Island
$1.27M +$299K +1,004 +27%
BCA
1435
Bay Colony Advisors
Massachusetts
$1.27M -$175K -588 -11%
OCM
1436
One Capital Management
California
$1.27M +$80.7K +271 +6%
MIM
1437
Meridiem Investment Management
United Kingdom
$1.27M -$423K -1,420 -23%
BCM
1438
Bluefin Capital Management
New York
$1.27M
SVWAG
1439
Sound View Wealth Advisors Group
Georgia
$1.26M -$51.2K -172 -4%
FLPIM
1440
F.L. Putnam Investment Management
Massachusetts
$1.26M -$223K -749 -14%
CCM
1441
Cox Capital Management
Massachusetts
$1.26M +$684K +2,297 +98%
HIC
1442
Harvey Investment Company
Kentucky
$1.25M -$8.34K -28 -0.6%
TA
1443
Townsend & Associates
Colorado
$1.25M -$34.2K -115 -3%
MPWT
1444
MassMutual Private Wealth & Trust
Connecticut
$1.25M -$513K -1,721 -27%
PP
1445
PDS Planning
Ohio
$1.25M -$311K -1,043 -18%
CIAS
1446
CFS Investment Advisory Services
New Jersey
$1.25M -$47.9K -161 -4%
ST
1447
Sentinel Trust
Texas
$1.25M +$29.8K +100 +2%
RCM
1448
Radnor Capital Management
Pennsylvania
$1.25M
TSWM
1449
Triangle Securities Wealth Management
North Carolina
$1.24M -$1.19K -4 -0.1%
CTC
1450
Cetera Trust Company
Minnesota
$1.24M -$47.1K -158 -3%

UNH Hedge Fund Activity: Q1 2026 in Review

3,019 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2026, worth a combined $203B — down 18% from $248B a quarter earlier.

Sellers outnumbered buyers: 399 funds closed out of UNH and 188 opened new positions — a net loss of 211 holders — while 1,390 trimmed existing stakes and 1,190 added.

The largest buyer was Charles Schwab, adding an estimated $3.69B. The largest seller was Capital International Investors, cutting an estimated $2.87B.

  • 3,019 institutional investors held UnitedHealth (UNH) as of Q1 2026, down from 3,295 in Q4 2025.
  • Funds reported $203B of UnitedHealth stock for Q1 2026, down 18% quarter-over-quarter.
  • 188 funds opened new UnitedHealth positions in Q1 2026 and 399 closed out, a net change of -211 holders.
  • The largest UnitedHealth buyer in Q1 2026 was Charles Schwab, an estimated $3.69B added.
  • The largest UnitedHealth seller in Q1 2026 was Capital International Investors, an estimated $2.87B sold.

Based on aggregated 13F filings for Q1 2026.