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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
Westfield Capital Management
1726
Westfield Capital Management
Massachusetts
$749K -$67.8M -227,511 -99%
AL
1727
Aspiriant LLC
California
$747K -$79.2K -266 -9%
NWMG
1728
National Wealth Management Group
Ohio
$747K -$1.79K -6 -0.2%
CCM
1729
Chilton Capital Management
Texas
$744K -$345K -1,160 -30%
BOH
1730
Bank of Hawaii
Hawaii
$744K +$5.36K +18 +0.7%
EFA
1731
Evernest Financial Advisors
Indiana
$744K -$33.1K -111 -5%
SFG
1732
SNS Financial Group
Minnesota
$741K -$9.23K -31 -1%
BB
1733
Burford Brothers
Texas
$741K +$108K +363 +15%
CP
1734
Clarendon Private
Massachusetts
$740K -$209K -702 -20%
IIL
1735
Income Insurance Ltd
$737K
WCM
1736
Whitener Capital Management
North Carolina
$737K +$57.5K +193 +8%
3IP
1737
3Chopt Investment Partners
Virginia
$733K -$6.85K -23 -0.8%
AIIMS
1738
Analyst IMS Investment Management Services
Israel
$732K +$54.8K +184 +7%
ZBNA
1739
Zions Bancorporation, National Association
Utah
$732K -$1.16M -3,882 -59%
AI
1740
Atom Investors
Texas
$730K -$2.93M -9,829 -78%
FTUS
1741
Flow Traders U.S.
New York
$730K +$803K +2,698 New
FSA
1742
Financial Sense Advisors
California
$730K +$19.4K +65 +2%
MAC
1743
Mason & Associates (California)
California
$728K -$58.7K -197 -7%
DIA
1744
Dean Investment Associates
Ohio
$727K +$398K +1,335 +99%
SCA
1745
Stokes Capital Advisors
South Carolina
$726K -$4.58M -15,366 -85%
VNIM
1746
Vaughan Nelson Investment Management
Texas
$725K +$798K +2,680 New
WCM
1747
Winthrop Capital Management
Indiana
$725K +$51.8K +174 +7%
LI
1748
LRI Investments
Florida
$725K +$155K +520 +3%
PFG
1749
Prosperity Financial Group
California
$724K +$38.4K +129 +5%
LCA
1750
Legend Capital Advisors
New York
$724K +$298 +1 +0%

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.