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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
IWM
1801
Iams Wealth Management
Nebraska
$680K +$433K +1,453 +137%
N
1802
Numerai
California
$679K +$748K +2,511 New
PPW
1803
Parcion Private Wealth
Washington
$678K +$37.2K +125 +5%
BFG
1804
Beacon Financial Group
Texas
$678K -$17.9K -60 -2%
NFG
1805
Northbridge Financial Group
Florida
$678K -$4.47K -15 -0.7%
WEG
1806
World Equity Group
Illinois
$678K -$61K -205 -8%
AWM
1807
Aprio Wealth Management
Georgia
$677K -$185K -622 -20%
FSAG
1808
Financial Solutions Advisory Group
Illinois
$676K +$744K +2,499 New
RPGK
1809
Retirement Planning Group (Kansas)
Kansas
$674K +$93.8K +315 +14%
UCI
1810
Uncommon Cents Investing
Wisconsin
$674K +$14.9K +50 +2%
CFLC
1811
California First Leasing Corp
California
$673K
AMM
1812
American Money Management
California
$673K -$42.6K -143 -5%
S
1813
Sunpointe
Missouri
$673K -$20K -67 -3%
CWM
1814
Centurion Wealth Management
Virginia
$672K -$31.9K -107 -4%
FFWM
1815
Future Financial Wealth Management
Ohio
$671K +$22.3K +75 +4%
MP
1816
McDonald Partners
Ohio
$671K +$86.7K +291 +13%
TWM
1817
Topsail Wealth Management
North Carolina
$670K +$5.06K +17 +0.7%
TPWM
1818
Twelve Points Wealth Management
Massachusetts
$669K +$59.6K +200 +9%
LFA
1819
Legacy Financial Advisors
Kentucky
$668K +$44.1K +148 +6%
AA
1820
Alesco Advisors
New York
$668K +$735K +2,468 New
CFO
1821
Cambient Family Office
Michigan
$667K +$188K +632 +34%
CA
1822
CoreCap Advisors
Michigan
$666K -$207K -694 -22%
RWM
1823
RBA Wealth Management
California
$666K +$8.04K +27 +1%
GPA
1824
Garrison Point Advisors
California
$666K
QC
1825
Quent Capital
New York
$665K -$230K -773 -24%

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.