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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
LWMM
1526
Legacy Wealth Management (Mississippi)
Mississippi
$1.06M
CWM
1527
CMH Wealth Management
New Hampshire
$1.05M
CWP
1528
Capital Wealth Planning
Florida
$1.05M
CT
1529
Caldwell Trust
Florida
$1.05M
SRS
1530
Strong Retirement Solutions
Washington
$1.05M
AWM
1531
Activest Wealth Management
Florida
$1.04M
HCM
1532
Howard Capital Management
Georgia
$1.04M
VT
1533
Volterra Technologies
New York
$1.04M
WIM
1534
Westside Investment Management
California
$1.03M
OC
1535
Oakworth Capital
Alabama
$1.03M
PT
1536
Plimoth Trust
Massachusetts
$1.03M
ERWM
1537
Elk River Wealth Management
Colorado
$1.03M
AIS
1538
American Investment Services
Massachusetts
$1.03M
APM
1539
Avidity Partners Management
Texas
$1.03M
RI
1540
Ridgewood Investments
New Jersey
$1.03M
SIAG
1541
Safeguard Investment Advisory Group
California
$1.03M
CCIA
1542
Campbell & Co Investment Adviser
Maryland
$1.03M
FCG
1543
Fielder Capital Group
Tennessee
$1.02M
OA
1544
Oasis Advisors
Iowa
$1.02M
OWA
1545
Opal Wealth Advisors
New York
$1.02M
OAM
1546
Oak Asset Management
California
$1.02M
MA
1547
MJP Associates
Connecticut
$1.02M
NG
1548
Norden Group
Utah
$1.02M
TPWA
1549
TRUE Private Wealth Advisors
Oregon
$1.02M
MCA
1550
MSH Capital Advisors
Arizona
$1.01M