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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
EHC
1651
Everett Harris & Co
California
$850K +$56.3K +189 +6%
AWM
1652
Angeles Wealth Management
California
$850K -$8.93K -30 -0.9%
MG
1653
Mather Group
Illinois
$850K -$275K -925 -23%
ASBI
1654
American State Bank (Iowa)
Iowa
$849K +$99.5K +334 +12%
JBC
1655
Jefferson Bridge Capital
Tennessee
$847K -$298 -1 -0%
CIM
1656
Cambria Investment Management
California
$844K +$328K +1,103 +55%
PA
1657
Promethium Advisors
Maryland
$843K
FI
1658
Finivi Inc
Massachusetts
$843K -$314K -1,056 -25%
ZF
1659
Zhang Financial
Michigan
$841K +$926K +3,109 New
DCM
1660
Donaldson Capital Management
Indiana
$837K -$3.24M -10,870 -78%
OWA
1661
ORBA Wealth Advisors
Illinois
$837K -$20.8K -70 -2%
SC
1662
Sapient Capital
Indiana
$836K +$183K +615 +25%
CCG
1663
Coastwise Capital Group
California
$835K +$381K +1,281 +71%
WMA
1664
West Michigan Advisors
Michigan
$834K +$217K +727 +31%
EC
1665
EdgeRock Capital
Colorado
$833K +$106K +355 +13%
WA
1666
Wealth Alliance
New York
$833K -$20K -67 -2%
TAR
1667
Trask Adam Roland
$832K +$916K +3,075 New
ISL
1668
Ingalls & Snyder LLC
New York
$830K +$6.85K +23 +0.8%
DAS
1669
Diversify Advisory Services
Utah
$828K -$15.6M -52,510 -96%
DE
1670
Defiance ETFs
New York
$825K +$908K +3,049 New
EA
1671
Enclave Advisors
Texas
$824K -$11.6K -39 -1%
VAG
1672
VisionPoint Advisory Group
Texas
$824K +$7.74K +26 +0.9%
PW
1673
Paladin Wealth
Minnesota
$823K +$7.15K +24 +0.8%
EARNEST Partners
1674
EARNEST Partners
Georgia
$821K -$2.62M -8,789 -74%
CPA
1675
Capital Performance Advisors
California
$817K -$278K -934 -24%

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.