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UnitedHealth

2,997 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,179 increasing their positions, 1,379 reducing their positions, and 396 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 (-$45.5B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 396

Holders
2,997
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
OL
1476
Optas LLC
Texas
$1.18M
LAM
1477
Lewis Asset Management
California
$1.18M
LWM
1478
LJI Wealth Management
Indiana
$1.17M
CPA
1479
Capital Planning Advisors
California
$1.17M
RIA
1480
Rhodes Investment Advisors
Texas
$1.17M
DWA
1481
Douglass Winthrop Advisors
New York
$1.17M
SCM
1482
SCS Capital Management
Massachusetts
$1.17M
CPC
1483
Congress Park Capital
New York
$1.17M
NW
1484
Naviter Wealth
Arkansas
$1.16M
CCM
1485
Courage Capital Management
Tennessee
$1.16M
SW
1486
SlateStone Wealth
Florida
$1.16M
GWANC
1487
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.16M
TBC
1488
Ted Buchan & Co
California
$1.16M
FP
1489
Financial Perspectives
Minnesota
$1.16M
AA
1490
Armis Advisers
Georgia
$1.16M
PWPS
1491
Pinnacle Wealth Planning Services
Ohio
$1.15M
CFGW
1492
Chancellor Financial Group WB
Pennsylvania
$1.15M
HIIFS
1493
Harel Insurance Investments & Financial Services
Israel
$1.15M
EP
1494
EPIQ Partners
Minnesota
$1.14M
RIA
1495
Richwood Investment Advisors
Ohio
$1.14M
WWM
1496
Walser Wealth Management
Florida
$1.13M
RE
1497
Rydar Equities
Texas
$1.13M
IIA
1498
ICW Investment Advisors
Arizona
$1.13M
DWAM
1499
Duncan Williams Asset Management
Tennessee
$1.13M
CA
1500
Cullinan Associates
Kentucky
$1.12M