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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
DWM
1601
Defined Wealth Management
Oregon
$924K +$8.93K +30 +0.9%
AWM
1602
Avaii Wealth Management
Wisconsin
$923K -$612K -2,055 -38%
WSC
1603
Wellington Shields & Co
New York
$923K +$426K +1,432 +72%
HVIA
1604
Hudson Valley Investment Advisors
New York
$917K -$4.41M -14,792 -81%
WFA
1605
Wellspring Financial Advisors
Ohio
$916K -$390K -1,308 -28%
HWA
1606
HHM Wealth Advisors
Tennessee
$914K +$18.8K +63 +2%
E
1607
Evansbrook
Illinois
$913K -$25K -84 -2%
IP
1608
Intellectus Partners
California
$911K -$4.17K -14 -0.4%
AWP
1609
Ascent Wealth Partners
New York
$911K +$11.3K +38 +1%
SWMG
1610
Signature Wealth Management Group
Georgia
$909K +$1M +3,360 New
ZIC
1611
ZWJ Investment Counsel
Georgia
$908K +$596 +2 +0.1%
EI
1612
Ellevest Inc
New York
$906K +$49.1K +165 +5%
IFWM
1613
Institute for Wealth Management
Colorado
$906K +$25.3K +85 +3%
VSQM
1614
V-Square Quantitative Management
Illinois
$905K +$108K +361 +12%
SIA
1615
SGL Investment Advisors
Montana
$905K -$6.85K -23 -1%
RCM
1616
Requisite Capital Management
Texas
$904K +$893 +3 +0.1%
TF
1617
TLWM Financial
Texas
$904K +$133K +445 +15%
SFG
1618
SevenBridge Financial Group
Pennsylvania
$903K -$2.06M -6,915 -73%
RWP
1619
Revolve Wealth Partners
New Jersey
$903K -$59.3K -199 -6%
CRI
1620
Colonial River Investments
Virginia
$899K +$14.9K +50 +2%
AWC
1621
Abundance Wealth Counselors
Pennsylvania
$898K +$196K +659 +25%
RIG
1622
RiverFront Investment Group
Virginia
$898K +$113K +379 +13%
CA
1623
Continuum Advisory
Idaho
$897K +$100K +337 +11%
ILI
1624
Invesco LLC (Illinois)
Illinois
$896K +$20.8K +70 +2%
BC
1625
Bridgefront Capital
Texas
$895K -$349K -1,172 -26%

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.