We are live on ! Find out more
UNH icon

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
CCIA
1551
Campbell & Co Investment Adviser
Maryland
$1.03M -$2.16M -7,254 -66%
FCG
1552
Fielder Capital Group
Tennessee
$1.02M -$179K -601 -14%
OA
1553
Oasis Advisors
Iowa
$1.02M +$775K +2,603 +221%
OWA
1554
Opal Wealth Advisors
New York
$1.02M +$31K +104 +3%
OAM
1555
Oak Asset Management
California
$1.02M -$14.9K -50 -1%
MA
1556
MJP Associates
Connecticut
$1.02M +$308K +1,034 +38%
NG
1557
Norden Group
Utah
$1.02M -$188K -631 -14%
TPWA
1558
TRUE Private Wealth Advisors
Oregon
$1.02M +$26.8K +90 +2%
MCA
1559
MSH Capital Advisors
Arizona
$1.01M +$66.7K +224 +6%
EIG
1560
Ellenbecker Investment Group
Wisconsin
$1.01M +$13.7K +46 +1%
MA
1561
MONECO Advisors
Connecticut
$1.01M +$20.5K +69 +2%
ZIG
1562
Zullo Investment Group
Pennsylvania
$1.01M +$59K +198 +6%
JWWM
1563
Johnson & White Wealth Management
Pennsylvania
$1.01M +$19.4K +65 +2%
ST
1564
Smithfield Trust
Pennsylvania
$1.01M -$47.4K -159 -4%
SIA
1565
SkyView Investment Advisors
New Jersey
$1.01M +$15.5K +52 +1%
HR
1566
Howe & Rusling
New York
$1.01M -$109K -367 -9%
UHC
1567
Union Heritage Capital
Michigan
$999K
CP
1568
Canopy Partners
Ohio
$998K -$30.1K -101 -3%
RWM
1569
Revisor Wealth Management
Ohio
$994K +$71.5K +240 +7%
TBC
1570
Tweedy, Browne Co
Connecticut
$992K +$360K +1,208 +49%
HBT
1571
Heartland Bank & Trust
Illinois
$987K +$794K +2,667 +272%
SP
1572
SIH Partners
Delaware
$987K +$1.09M +3,646 New
RZH
1573
Relyea Zuckerberg Hanson
Connecticut
$982K -$1.79K -6 -0.2%
GBT
1574
Grove Bank & Trust
Florida
$979K -$31.6K -106 -3%
CAU
1575
Caxton Associates (UK)
$978K -$313K -1,050 -23%

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.