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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
HFM
1626
Hartford Funds Management
Pennsylvania
$868K
CPL
1627
Capital & Planning LLC
Georgia
$867K
SJIM
1628
St. Johns Investment Management
Florida
$866K
4WM
1629
49 Wealth Management
Texas
$866K
GA
1630
Greenspring Advisors
Maryland
$865K
BCM
1631
Boreal Capital Management
Florida
$863K
PCM
1632
Parsons Capital Management
Rhode Island
$862K
CMI
1633
Clare Market Investments
Texas
$860K
PA
1634
Persium Advisors
Georgia
$858K
MW
1635
Marble Wealth
Alabama
$854K
DFA
1636
Delta Financial Advisors
Louisiana
$854K
AAA
1637
Andrews Advisory Associates
Hawaii
$853K
NME
1638
Notis-McConarty Edward
$853K
SWP
1639
Semus Wealth Partners
Florida
$850K
EHC
1640
Everett Harris & Co
California
$850K
AWM
1641
Angeles Wealth Management
California
$850K
MG
1642
Mather Group
Illinois
$850K
ASBI
1643
American State Bank (Iowa)
Iowa
$849K
JBC
1644
Jefferson Bridge Capital
Tennessee
$847K
CIM
1645
Cambria Investment Management
California
$844K
PA
1646
Promethium Advisors
Maryland
$843K
FI
1647
Finivi Inc
Massachusetts
$843K
ZF
1648
Zhang Financial
Michigan
$841K
DCM
1649
Donaldson Capital Management
Indiana
$837K
OWA
1650
ORBA Wealth Advisors
Illinois
$837K