We are live on ! Find out more
UNH icon

UnitedHealth

3,018 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,188 increasing their positions, 1,390 reducing their positions, and 398 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: 189 | Existing positions closed: 398

Holders
3,018
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
DWM
1601
Defined Wealth Management
Oregon
$924K
AWM
1602
Avaii Wealth Management
Wisconsin
$923K
WSC
1603
Wellington Shields & Co
New York
$923K
HVIA
1604
Hudson Valley Investment Advisors
New York
$917K
WFA
1605
Wellspring Financial Advisors
Ohio
$916K
HWA
1606
HHM Wealth Advisors
Tennessee
$914K
E
1607
Evansbrook
Illinois
$913K
IP
1608
Intellectus Partners
California
$911K
AWP
1609
Ascent Wealth Partners
New York
$911K
SWMG
1610
Signature Wealth Management Group
Georgia
$909K
ZIC
1611
ZWJ Investment Counsel
Georgia
$908K
EI
1612
Ellevest Inc
New York
$906K
IFWM
1613
Institute for Wealth Management
Colorado
$906K
VSQM
1614
V-Square Quantitative Management
Illinois
$905K
SIA
1615
SGL Investment Advisors
Montana
$905K
RCM
1616
Requisite Capital Management
Texas
$904K
TF
1617
TLWM Financial
Texas
$904K
SFG
1618
SevenBridge Financial Group
Pennsylvania
$903K
RWP
1619
Revolve Wealth Partners
New Jersey
$903K
CRI
1620
Colonial River Investments
Virginia
$899K
AWC
1621
Abundance Wealth Counselors
Pennsylvania
$898K
RIG
1622
RiverFront Investment Group
Virginia
$898K
CA
1623
Continuum Advisory
Idaho
$897K
ILI
1624
Invesco LLC (Illinois)
Illinois
$896K
BC
1625
Bridgefront Capital
Texas
$895K