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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
BHWM
1826
Bar Harbor Wealth Management
New Hampshire
$664K -$437K -1,469 -37%
SWM
1827
Salvus Wealth Management
New Jersey
$664K -$7.15K -24 -1%
IPW
1828
Impact Partnership Wealth
Georgia
$663K -$22K -74 -3%
EAM
1829
Empirical Asset Management
Massachusetts
$663K -$946K -3,175 -56%
CCA
1830
Coign Capital Advisors
Utah
$662K +$104K +348 +17%
FFP
1831
FourThought Financial Partners
Florida
$660K -$13.1K -44 -2%
LCM
1832
LVM Capital Management
Michigan
$660K
TW
1833
Tempo Wealth
Ohio
$660K -$92.6K -311 -11%
LCM
1834
Legato Capital Management
California
$659K -$1.23M -4,131 -63%
LCG
1835
Lakeshore Capital Group
Illinois
$658K +$16.1K +54 +2%
LWCFA
1836
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$656K -$6.55K -22 -1%
PBT
1837
Pictet Bank & Trust
Bahamas
$656K -$65.2K -219 -8%
SHFA
1838
SC&H Financial Advisors
Maryland
$654K +$596 +2 +0.1%
BFPW
1839
BOK Financial Private Wealth
Colorado
$653K -$108K -361 -13%
PPC
1840
Park Place Capital
Alabama
$653K +$28K +94 +4%
BCG
1841
Breakwater Capital Group
New Jersey
$653K +$138K +464 +24%
GKFF
1842
George Kaiser Family Foundation
Oklahoma
$648K
NA
1843
Navellier & Associates
Nevada
$648K +$104K +350 +17%
CCG
1844
Chatham Capital Group
Georgia
$647K +$8.93K +30 +1%
CAM
1845
Chesapeake Asset Management
New York
$647K +$283K +951 +66%
CP
1846
Camelot Portfolios
Ohio
$647K -$25.6K -86 -3%
TPI
1847
Trust Point Inc
Wisconsin
$646K -$132K -444 -16%
RIP
1848
RAM Investment Partners
Washington
$646K +$711K +2,386 New
TWP
1849
Tempus Wealth Planning
California
$644K +$8.04K +27 +1%
BWP
1850
BSW Wealth Partners
Colorado
$640K

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.