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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
KFI
1676
Key Financial Inc
Pennsylvania
$804K
PI
1677
Pettee Investors
Connecticut
$803K
HCP
1678
Hexagon Capital Partners
Arkansas
$800K
BWP
1679
Barlow Wealth Partners
Kentucky
$795K
PE
1680
PCM Encore
Colorado
$794K
VCM
1681
Versant Capital Management
Arizona
$793K
VV
1682
Verity & Verity
South Carolina
$793K
AA
1683
Acorns Advisers
California
$792K
PWM
1684
Prentice Wealth Management
New York
$791K
CWP
1685
Cyndeo Wealth Partners
Florida
$791K
SAM
1686
Simplify Asset Management
Nevada
$785K
BIM
1687
Baldwin Investment Management
Pennsylvania
$783K
QWP
1688
Quotient Wealth Partners
Texas
$782K
CCP
1689
Cane Capital Partners
Louisiana
$779K
TCM
1690
Triumph Capital Management
Colorado
$777K
CCA
1691
Cravens & Co Advisors
Tennessee
$775K
ACS
1692
Archford Capital Strategies
Illinois
$775K
FMWA
1693
Forvis Mazars Wealth Advisors
Missouri
$775K
CWM
1694
Castle Wealth Management
Florida
$774K
GPWM
1695
Grant Private Wealth Management
California
$772K
SFS
1696
Strategic Financial Services
New York
$771K
CCM
1697
Crabel Capital Management
California
$771K
MFG
1698
Monte Financial Group
Connecticut
$771K
KMWM
1699
Keudell/Morrison Wealth Management
Oregon
$770K
NFG
1700
Nations Financial Group
Iowa
$768K