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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
MBTD
1476
Mechanics Bank - Trust Department
California
$1.19M -$220K -738 -14%
CAMG
1477
CWA Asset Management Group
Florida
$1.19M +$98.6K +331 +8%
HPC
1478
HM Payson & Co
Maine
$1.19M -$60.5K -203 -4%
ZIG
1479
Zuckerman Investment Group
Illinois
$1.19M +$65.5K +220 +5%
ACMA
1480
Arbor Capital Management (Alaska)
Alaska
$1.18M +$144K +484 +14%
AGC
1481
Aspen Grove Capital
Colorado
$1.18M -$28.9K -97 -2%
MSFP
1482
Mark Sheptoff Financial Planning
Connecticut
$1.18M -$1.79M -6,011 -65%
OL
1483
Optas LLC
Texas
$1.18M -$20.8K -70 -2%
LAM
1484
Lewis Asset Management
California
$1.18M +$146K +491 +13%
LWM
1485
LJI Wealth Management
Indiana
$1.17M +$431K +1,448 +50%
CPA
1486
Capital Planning Advisors
California
$1.17M -$74.7K -251 -5%
RIA
1487
Rhodes Investment Advisors
Texas
$1.17M -$96.8K -325 -7%
DWA
1488
Douglass Winthrop Advisors
New York
$1.17M +$711K +2,388 +124%
SCM
1489
SCS Capital Management
Massachusetts
$1.17M -$55.4K -186 -4%
CPC
1490
Congress Park Capital
New York
$1.17M +$247K +831 +24%
NW
1491
Naviter Wealth
Arkansas
$1.16M +$71.8K +241 +6%
CCM
1492
Courage Capital Management
Tennessee
$1.16M
SW
1493
SlateStone Wealth
Florida
$1.16M -$247K -831 -16%
GWANC
1494
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.16M -$85.5K -287 -6%
TBC
1495
Ted Buchan & Co
California
$1.16M -$1.4M -4,710 -52%
FP
1496
Financial Perspectives
Minnesota
$1.16M -$2.68K -9 -0.2%
AA
1497
Armis Advisers
Georgia
$1.16M +$11.3K +38 +1%
PWPS
1498
Pinnacle Wealth Planning Services
Ohio
$1.15M +$25.3K +85 +2%
CFGW
1499
Chancellor Financial Group WB
Pennsylvania
$1.15M -$298 -1 -0%
HIIFS
1500
Harel Insurance Investments & Financial Services
Israel
$1.15M +$335K +1,125 +36%

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.