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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
EI
1601
Ellevest Inc
New York
$906K
IFWM
1602
Institute for Wealth Management
Colorado
$906K
VSQM
1603
V-Square Quantitative Management
Illinois
$905K
SIA
1604
SGL Investment Advisors
Montana
$905K
RCM
1605
Requisite Capital Management
Texas
$904K
TF
1606
TLWM Financial
Texas
$904K
SFG
1607
SevenBridge Financial Group
Pennsylvania
$903K
RWP
1608
Revolve Wealth Partners
New Jersey
$903K
CRI
1609
Colonial River Investments
Virginia
$899K
AWC
1610
Abundance Wealth Counselors
Pennsylvania
$898K
RIG
1611
RiverFront Investment Group
Virginia
$898K
CA
1612
Continuum Advisory
Idaho
$897K
ILI
1613
Invesco LLC (Illinois)
Illinois
$896K
BC
1614
Bridgefront Capital
Texas
$895K
CPR
1615
CSU Producer Resources
Ohio
$893K
CFA
1616
Churchill Financial Advisors
Kentucky
$893K
KIM
1617
Kestra Investment Management
Texas
$889K
MA
1618
MCF Advisors
Kentucky
$888K
PW
1619
PUREfi Wealth
Massachusetts
$884K
RMDI
1620
R.M. Davis Inc
Maine
$884K
F1I
1621
Fund 1 Investments
Puerto Rico
$882K
CA
1622
Cache Advisors
California
$875K
WPA
1623
West Paces Advisors
Georgia
$871K
UAG
1624
United Advisor Group
Ohio
$870K
FFA
1625
Founders Financial Alliance
North Carolina
$868K