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UnitedHealth

3,015 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, 1,184 increasing their positions, 1,391 reducing their positions, and 397 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 (-$45.4B)

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: 397

Holders
3,015
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
AWM
1601
Avaii Wealth Management
Wisconsin
$923K
WSC
1602
Wellington Shields & Co
New York
$923K
HVIA
1603
Hudson Valley Investment Advisors
New York
$917K
WFA
1604
Wellspring Financial Advisors
Ohio
$916K
HWA
1605
HHM Wealth Advisors
Tennessee
$914K
E
1606
Evansbrook
Illinois
$913K
IP
1607
Intellectus Partners
California
$911K
AWP
1608
Ascent Wealth Partners
New York
$911K
SWMG
1609
Signature Wealth Management Group
Georgia
$909K
ZIC
1610
ZWJ Investment Counsel
Georgia
$908K
EI
1611
Ellevest Inc
New York
$906K
IFWM
1612
Institute for Wealth Management
Colorado
$906K
VSQM
1613
V-Square Quantitative Management
Illinois
$905K
SIA
1614
SGL Investment Advisors
Montana
$905K
RCM
1615
Requisite Capital Management
Texas
$904K
TF
1616
TLWM Financial
Texas
$904K
SFG
1617
SevenBridge Financial Group
Pennsylvania
$903K
RWP
1618
Revolve Wealth Partners
New Jersey
$903K
CRI
1619
Colonial River Investments
Virginia
$899K
AWC
1620
Abundance Wealth Counselors
Pennsylvania
$898K
RIG
1621
RiverFront Investment Group
Virginia
$898K
CA
1622
Continuum Advisory
Idaho
$897K
ILI
1623
Invesco LLC (Illinois)
Illinois
$896K
BC
1624
Bridgefront Capital
Texas
$895K
CPR
1625
CSU Producer Resources
Ohio
$893K