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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
PAMG
1851
Patton Albertson Miller Group
Tennessee
$638K -$98.6K -331 -12%
EPA
1852
Element Pointe Advisors
Florida
$637K +$41.1K +138 +6%
CWA
1853
Cornerstone Wealth Advisors
Minnesota
$636K +$14.9K +50 +2%
SRL
1854
Scientech Research LLC
New Jersey
$635K +$203K +680 +41%
LF
1855
Lighthouse Financial
Florida
$634K +$697K +2,342 New
FWA
1856
FSM Wealth Advisors
Ohio
$633K -$45.3K -152 -6%
MCWA
1857
Meadow Creek Wealth Advisors
Georgia
$633K -$28.3K -95 -4%
KFA
1858
Kelleher Financial Advisors
New York
$633K +$41.1K +138 +6%
FAM
1859
Flaharty Asset Management
Florida
$633K +$149K +500 +27%
TC
1860
TownSquare Capital
Utah
$633K -$69.1K -232 -9%
LI
1861
LMCG Investments
Massachusetts
$631K +$57.5K +193 +9%
HA
1862
Herold Advisors
New York
$630K -$334K -1,123 -33%
SOAM
1863
SBI Okasan Asset Management
Japan
$628K
CIM
1864
CIM Investment Management
Pennsylvania
$626K -$3.28K -11 -0.5%
BFWA
1865
Benchmark Financial Wealth Advisors
Florida
$626K -$176K -591 -20%
AAG
1866
Armstrong Advisory Group
Massachusetts
$625K +$2.68K +9 +0.4%
TWM
1867
Tortuga Wealth Management
California
$622K +$211K +709 +45%
NRC
1868
New Republic Capital
North Carolina
$621K -$441K -1,481 -39%
ESB
1869
Essex Savings Bank
Connecticut
$621K -$30.1K -101 -4%
WA
1870
Waddell & Associates
Tennessee
$619K +$166K +559 +32%
RPC
1871
Rossmore Private Capital
Connecticut
$618K +$45.9K +154 +7%
PWP
1872
Prasad Wealth Partners
Ohio
$617K +$107K +359 +19%
CH
1873
Cromwell Holdings
Wyoming
$615K +$150K +504 +28%
CIP
1874
Convergence Investment Partners
Florida
$615K -$19.7K -66 -3%
RWM
1875
RKL Wealth Management
Pennsylvania
$615K -$101K -338 -13%

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.