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UnitedHealth

3,018 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,188 increasing their positions, 1,390 reducing their positions, and 398 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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: 189 | Existing positions closed: 398

Holders
3,018
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6B
Puts
$14.8B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1426
Shufro Rose & Co
New York
$1.3M
FFS
1427
Founders Financial Securities
Maryland
$1.3M
SWM
1428
SilverOak Wealth Management
Minnesota
$1.3M
RWPA
1429
Richard W. Paul & Associates
Michigan
$1.29M
BL
1430
Balentine LLC
Georgia
$1.29M
BFM
1431
Boothbay Fund Management
New York
$1.28M
TVPW
1432
Third View Private Wealth
Connecticut
$1.28M
AHC
1433
Adell Harriman & Carpenter
Texas
$1.27M
LCC
1434
Lincoln Capital Corp
Rhode Island
$1.27M
BCA
1435
Bay Colony Advisors
Massachusetts
$1.27M
OCM
1436
One Capital Management
California
$1.27M
MIM
1437
Meridiem Investment Management
United Kingdom
$1.27M
BCM
1438
Bluefin Capital Management
New York
$1.27M
SVWAG
1439
Sound View Wealth Advisors Group
Georgia
$1.26M
FLPIM
1440
F.L. Putnam Investment Management
Massachusetts
$1.26M
CCM
1441
Cox Capital Management
Massachusetts
$1.26M
HIC
1442
Harvey Investment Company
Kentucky
$1.25M
TA
1443
Townsend & Associates
Colorado
$1.25M
MPWT
1444
MassMutual Private Wealth & Trust
Connecticut
$1.25M
PP
1445
PDS Planning
Ohio
$1.25M
CIAS
1446
CFS Investment Advisory Services
New Jersey
$1.25M
ST
1447
Sentinel Trust
Texas
$1.25M
RCM
1448
Radnor Capital Management
Pennsylvania
$1.25M
TSWM
1449
Triangle Securities Wealth Management
North Carolina
$1.24M
CTC
1450
Cetera Trust Company
Minnesota
$1.24M