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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
CPR
1626
CSU Producer Resources
Ohio
$893K
CFA
1627
Churchill Financial Advisors
Kentucky
$893K +$179K +600 +22%
KIM
1628
Kestra Investment Management
Texas
$889K -$420K -1,411 -30%
MA
1629
MCF Advisors
Kentucky
$888K +$28.3K +95 +3%
PW
1630
PUREfi Wealth
Massachusetts
$884K +$422K +1,416 +76%
RMDI
1631
R.M. Davis Inc
Maine
$884K -$108K -363 -10%
F1I
1632
Fund 1 Investments
Puerto Rico
$882K +$971K +3,260 New
CA
1633
Cache Advisors
California
$875K
WPA
1634
West Paces Advisors
Georgia
$871K +$78K +262 +9%
UAG
1635
United Advisor Group
Ohio
$870K -$98.3K -330 -9%
FFA
1636
Founders Financial Alliance
North Carolina
$868K +$676K +2,271 +242%
HFM
1637
Hartford Funds Management
Pennsylvania
$868K +$154K +517 +19%
CPL
1638
Capital & Planning LLC
Georgia
$867K +$954K +3,203 New
SJIM
1639
St. Johns Investment Management
Florida
$866K +$71.8K +241 +8%
4WM
1640
49 Wealth Management
Texas
$866K +$479K +1,609 +101%
GA
1641
Greenspring Advisors
Maryland
$865K -$61.3K -206 -6%
BCM
1642
Boreal Capital Management
Florida
$863K -$133K -445 -12%
PCM
1643
Parsons Capital Management
Rhode Island
$862K +$2.38K +8 +0.3%
CMI
1644
Clare Market Investments
Texas
$860K +$947K +3,180 New
PA
1645
Persium Advisors
Georgia
$858K +$588K +1,975 +165%
MW
1646
Marble Wealth
Alabama
$854K -$572K -1,921 -38%
DFA
1647
Delta Financial Advisors
Louisiana
$854K -$45K -151 -5%
AAA
1648
Andrews Advisory Associates
Hawaii
$853K +$74.7K +251 +9%
NME
1649
Notis-McConarty Edward
$853K -$1.68M -5,649 -64%
SWP
1650
Semus Wealth Partners
Florida
$850K +$8.34K +28 +0.9%

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.