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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
KA
1676
KLCM Advisors
Wisconsin
$815K -$20.3K -68 -2%
TP
1677
TritonPoint Partners
Maryland
$813K +$203K +683 +29%
TCA
1678
Transcend Capital Advisors
New Jersey
$813K +$24.4K +82 +3%
CA
1679
Calton & Associates
Florida
$812K -$193K -648 -18%
SBFM
1680
S-Bank Fund Management
Finland
$812K -$2.98M -10,000 -77%
TA
1681
TCM Advisors
West Virginia
$812K
TIA
1682
Trust Investment Advisors
Indiana
$812K -$29.5K -99 -3%
STB
1683
S&T Bank
Pennsylvania
$811K -$549K -1,844 -38%
FM
1684
Foster & Motley
Ohio
$810K -$230K -772 -20%
EGA
1685
E&G Advisors
Texas
$807K +$2.68K +9 +0.3%
DRD
1686
Dennis R. Delaney
$806K -$1.58M -5,291 -64%
KFI
1687
Key Financial Inc
Pennsylvania
$804K -$25.3K -85 -3%
PI
1688
Pettee Investors
Connecticut
$803K -$25.9K -87 -4%
HCP
1689
Hexagon Capital Partners
Arkansas
$800K +$880K +2,955 New
BWP
1690
Barlow Wealth Partners
Kentucky
$795K -$25K -84 -3%
PE
1691
PCM Encore
Colorado
$794K +$62.5K +210 +8%
VCM
1692
Versant Capital Management
Arizona
$793K +$92K +309 +12%
VV
1693
Verity & Verity
South Carolina
$793K -$87.9K -295 -9%
AA
1694
Acorns Advisers
California
$792K +$172K +576 +24%
PWM
1695
Prentice Wealth Management
New York
$791K +$11.3K +38 +1%
CWP
1696
Cyndeo Wealth Partners
Florida
$791K -$487K -1,635 -36%
SAM
1697
Simplify Asset Management
Nevada
$785K -$28.9M -96,906 -97%
BIM
1698
Baldwin Investment Management
Pennsylvania
$783K +$5.96K +20 +0.7%
QWP
1699
Quotient Wealth Partners
Texas
$782K -$50K -168 -5%
CCP
1700
Cane Capital Partners
Louisiana
$779K +$671K +2,254 +361%

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.