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UnitedHealth

2,997 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,179 increasing their positions, 1,379 reducing their positions, and 396 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 (-$45.5B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 396

Holders
2,997
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
CIM
1851
CIM Investment Management
Pennsylvania
$626K
BFWA
1852
Benchmark Financial Wealth Advisors
Florida
$626K
AAG
1853
Armstrong Advisory Group
Massachusetts
$625K
NRC
1854
New Republic Capital
North Carolina
$621K
ESB
1855
Essex Savings Bank
Connecticut
$621K
WA
1856
Waddell & Associates
Tennessee
$619K
RPC
1857
Rossmore Private Capital
Connecticut
$618K
PWP
1858
Prasad Wealth Partners
Ohio
$617K
CH
1859
Cromwell Holdings
Wyoming
$615K
CIP
1860
Convergence Investment Partners
Florida
$615K
RWM
1861
RKL Wealth Management
Pennsylvania
$615K
AHL
1862
Abel Hall LLC
Louisiana
$614K
WSWA
1863
Warren Street Wealth Advisors
California
$613K
SIG
1864
Spinnaker Investment Group
California
$613K
WC
1865
Waterloo Capital
Texas
$613K
TBA
1866
Tower Bridge Advisors
Pennsylvania
$613K
AWM
1867
Arista Wealth Management
Nevada
$612K
SIM
1868
Sims Investment Management
Ohio
$612K
WI
1869
Wealth Intelligence
Georgia
$612K
FFA
1870
Florida Financial Advisors
Florida
$611K
LW
1871
Lauer Wealth
Indiana
$610K
CPA
1872
Cardiff Park Advisors
California
$608K
EA
1873
Everpar Advisors
Oklahoma
$607K
NS
1874
Northland Securities
Minnesota
$606K
SWA
1875
SFMG Wealth Advisors
Texas
$606K