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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
GM
1776
GeoWealth Management
Illinois
$697K -$153K -515 -17%
LL
1777
LPWM LLC
Minnesota
$697K +$39.6K +133 +5%
PP
1778
Patron Partners
Texas
$695K -$132K -443 -15%
AWP
1779
Abacus Wealth Partners
California
$695K +$14.3K +48 +2%
PA
1780
PFW Advisors
Georgia
$695K -$13.4K -45 -2%
CA
1781
Cornerstone Advisory
Maryland
$693K +$18.8K +63 +3%
RIA
1782
Realta Investment Advisors
Delaware
$693K +$120K +403 +19%
RT
1783
Rockland Trust
Massachusetts
$693K -$13.1K -44 -2%
ACGA
1784
Atlanta Consulting Group Advisors
Georgia
$692K +$46.5K +156 +6%
BAMG
1785
Brand Asset Management Group
Missouri
$692K +$5.96K +20 +0.8%
RW
1786
Rede Wealth
Virginia
$691K -$19.4K -65 -2%
AFT
1787
Alpha Family Trust
California
$690K +$22.3K +75 +3%
IIC
1788
Ironwood Investment Counsel
Arizona
$689K -$179K -600 -19%
EIP
1789
Ellis Investment Partners
Pennsylvania
$688K -$56.9K -191 -7%
KWM
1790
Keebeck Wealth Management
Illinois
$688K -$416K -1,397 -35%
FBT
1791
First Bank & Trust
South Dakota
$686K +$179K +601 +31%
CT
1792
Clearstead Trust
Maine
$685K -$46.2K -155 -6%
WIA
1793
Westbourne Investment Advisors
Maryland
$685K -$58.1K -195 -7%
CWM
1794
Chesapeake Wealth Management
Virginia
$684K -$392K -1,315 -34%
DS
1795
DRW Securities
Illinois
$684K +$409K +1,374 +119%
PIA
1796
Perennial Investment Advisors
California
$683K -$493K -1,654 -40%
OL
1797
OneFund LLC
Florida
$682K -$60.5K -203 -8%
DDC
1798
DF Dent & Co
Maryland
$681K -$47.4K -159 -6%
CWA
1799
Consilium Wealth Advisory
Texas
$681K +$50.3K +169 +7%
PG
1800
Patten Group
Tennessee
$681K -$350K -1,176 -32%

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.