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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
GCM
1576
Gables Capital Management
Florida
$975K -$11.9K -40 -1%
EMB
1577
Elefante Mark B
$973K -$1.01M -3,401 -49%
TGIA
1578
Torrey Growth & Income Advisors
California
$972K -$121K -405 -10%
SW
1579
Solidarity Wealth
Utah
$968K -$1.05M -3,529 -50%
1W
1580
1776 Wealth
Georgia
$966K -$40.8K -137 -4%
LGA
1581
Lebenthal Global Advisors
New York
$964K +$115K +387 +12%
NS
1582
NBC Securities
Alabama
$962K +$106K +356 +11%
GCM
1583
Generation Capital Management
New York
$960K -$2.98K -10 -0.3%
FG
1584
Foster Group
Iowa
$954K -$43.5K -146 -4%
XSC
1585
X-Square Capital
Puerto Rico
$952K +$260K +873 +33%
TSW
1586
Thompson Siegel & Walmsley
Virginia
$950K -$213K -714 -17%
CWIG
1587
Chung Wu Investment Group
Texas
$948K -$468K -1,570 -31%
CCP
1588
Cassia Capital Partners
North Carolina
$941K +$322K +1,081 +45%
AA
1589
Alta Advisers
United Kingdom
$941K
JJBC
1590
James J. Burns & Company
New York
$939K -$298 -1 -0%
UAML
1591
US Asset Management LLC
Pennsylvania
$939K -$4.47K -15 -0.4%
BWAM
1592
Boyd Watterson Asset Management
Ohio
$938K +$83.1K +279 +9%
BPC
1593
Bearing Point Capital
Minnesota
$937K -$528K -1,772 -34%
RWA
1594
Rooted Wealth Advisors
Illinois
$937K +$72.4K +243 +9%
GSEP
1595
Golden State Equity Partners
California
$936K +$317K +1,064 +44%
PNAA
1596
Pictet North America Advisors
Switzerland
$931K
SEIA
1597
Signature Estate & Investment Advisors
California
$929K -$20.3K -68 -2%
VFG
1598
Victory Financial Group
Texas
$927K +$193K +647 +23%
BWP
1599
BlueStem Wealth Partners
Minnesota
$924K -$24.4K -82 -2%
HIM
1600
Harbour Investment Management
Washington
$924K +$23.5K +79 +2%

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.