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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
WG
1751
Wellington Group
Indiana
$719K +$62.5K +210 +9%
HR
1752
Hardy Reed
Mississippi
$718K +$29.2K +98 +4%
SL
1753
Sentinus LLC
Illinois
$717K +$195K +655 +33%
RMP
1754
Richards, Merrill & Peterson
Washington
$716K +$39.9K +134 +5%
RPCONE
1755
Retirement Planning Company of New England
Rhode Island
$716K -$941K -3,159 -54%
BGDI
1756
BW Gestao de Investimentos
Brazil
$715K +$787K +2,642 New
TAM
1757
Todd Asset Management
Kentucky
$715K
SMH
1758
Sanders Morris Harris
Texas
$714K +$786K +2,640 New
ECA
1759
Elevated Capital Advisors
Utah
$712K -$362K -1,216 -32%
RP
1760
Riverwater Partners
Wisconsin
$711K +$50K +168 +7%
AIS
1761
Advocate Investing Services
Maryland
$710K +$463K +1,555 +146%
WI
1762
WrapManager Inc
California
$710K -$35.7K -120 -4%
LWM
1763
Lodestone Wealth Management
Washington
$708K -$44.7K -150 -5%
C
1764
Certuity
Florida
$707K -$23.5K -79 -3%
ACP
1765
Arcus Capital Partners
Georgia
$705K +$776K +2,607 New
GB
1766
Goepper Burkhardt
South Carolina
$705K -$224K -751 -22%
EF
1767
Exeter Financial
Arizona
$702K +$362K +1,216 +88%
GHA
1768
Granite Harbor Advisors
Texas
$702K +$123K +413 +19%
AWMT
1769
AAFMAA Wealth Management & Trust
North Carolina
$701K +$772K +2,591 New
OFO
1770
OneAscent Family Office
Alabama
$699K +$84.9K +285 +12%
III
1771
Independent Investors Inc
New York
$698K -$78.9K -265 -9%
NHC
1772
Nicholas Hoffman & Company
Georgia
$698K +$13.7K +46 +2%
MWA
1773
Medallion Wealth Advisors
Connecticut
$698K +$71.8K +241 +10%
CUAMC
1774
China Universal Asset Management Company
China
$698K -$412K -1,382 -35%
CV
1775
Counterweight Ventures
North Carolina
$698K -$26.8K -90 -3%

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.