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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
XSC
1576
X-Square Capital
Puerto Rico
$952K
TSW
1577
Thompson Siegel & Walmsley
Virginia
$950K
CWIG
1578
Chung Wu Investment Group
Texas
$948K
CCP
1579
Cassia Capital Partners
North Carolina
$941K
AA
1580
Alta Advisers
United Kingdom
$941K
JJBC
1581
James J. Burns & Company
New York
$939K
BWAM
1582
Boyd Watterson Asset Management
Ohio
$938K
BPC
1583
Bearing Point Capital
Minnesota
$937K
RWA
1584
Rooted Wealth Advisors
Illinois
$937K
GSEP
1585
Golden State Equity Partners
California
$936K
PNAA
1586
Pictet North America Advisors
Switzerland
$931K
SEIA
1587
Signature Estate & Investment Advisors
California
$929K
VFG
1588
Victory Financial Group
Texas
$927K
BWP
1589
BlueStem Wealth Partners
Minnesota
$924K
HIM
1590
Harbour Investment Management
Washington
$924K
DWM
1591
Defined Wealth Management
Oregon
$924K
AWM
1592
Avaii Wealth Management
Wisconsin
$923K
WSC
1593
Wellington Shields & Co
New York
$923K
HVIA
1594
Hudson Valley Investment Advisors
New York
$917K
WFA
1595
Wellspring Financial Advisors
Ohio
$916K
HWA
1596
HHM Wealth Advisors
Tennessee
$914K
IP
1597
Intellectus Partners
California
$911K
AWP
1598
Ascent Wealth Partners
New York
$911K
SWMG
1599
Signature Wealth Management Group
Georgia
$909K
ZIC
1600
ZWJ Investment Counsel
Georgia
$908K