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UnitedHealth

3,018 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,188 increasing their positions, 1,390 reducing their positions, and 398 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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: 189 | Existing positions closed: 398

Holders
3,018
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6B
Puts
$14.8B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1826
Bar Harbor Wealth Management
New Hampshire
$664K
SWM
1827
Salvus Wealth Management
New Jersey
$664K
IPW
1828
Impact Partnership Wealth
Georgia
$663K
EAM
1829
Empirical Asset Management
Massachusetts
$663K
CCA
1830
Coign Capital Advisors
Utah
$662K
FFP
1831
FourThought Financial Partners
Florida
$660K
LCM
1832
LVM Capital Management
Michigan
$660K
TW
1833
Tempo Wealth
Ohio
$660K
LCM
1834
Legato Capital Management
California
$659K
LCG
1835
Lakeshore Capital Group
Illinois
$658K
LWCFA
1836
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$656K
PBT
1837
Pictet Bank & Trust
Bahamas
$656K
SHFA
1838
SC&H Financial Advisors
Maryland
$654K
BFPW
1839
BOK Financial Private Wealth
Colorado
$653K
PPC
1840
Park Place Capital
Alabama
$653K
BCG
1841
Breakwater Capital Group
New Jersey
$653K
GKFF
1842
George Kaiser Family Foundation
Oklahoma
$648K
NA
1843
Navellier & Associates
Nevada
$648K
CCG
1844
Chatham Capital Group
Georgia
$647K
CAM
1845
Chesapeake Asset Management
New York
$647K
CP
1846
Camelot Portfolios
Ohio
$647K
TPI
1847
Trust Point Inc
Wisconsin
$646K
RIP
1848
RAM Investment Partners
Washington
$646K
TWP
1849
Tempus Wealth Planning
California
$644K
BWP
1850
BSW Wealth Partners
Colorado
$640K