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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
CBA
1901
Coastal Bridge Advisors
Connecticut
$591K
KWM
1902
KFG Wealth Management
Indiana
$591K
EWM
1903
Elevation Wealth Management
Minnesota
$591K
DA
1904
Doliver Advisors
Texas
$590K
RFW
1905
Redwood Family Wealth
Texas
$587K
SWM
1906
SHP Wealth Management
Massachusetts
$584K
FPCP
1907
Fort Point Capital Partners
California
$584K
HC
1908
Hamilton Capital
Ohio
$583K
OA
1909
Oxbow Advisors
Texas
$583K
BOS
1910
Bank of Stockton
California
$580K
THCM
1911
Taylor Hoffman Capital Management
Virginia
$579K
AR
1912
Advisory Research
Illinois
$575K
IIA
1913
IPG Investment Advisors
California
$575K
FWI
1914
Facet Wealth Inc
Maryland
$574K
WCM
1915
Wallace Capital Management
Texas
$573K
MMCM
1916
Murphy & Mullick Capital Management
New York
$573K
CVA
1917
Central Valley Advisors
California
$572K
SMC
1918
Smith, Moore & Co
Missouri
$571K
SP
1919
Stonebrook Private
Michigan
$571K
AFG
1920
Allegheny Financial Group
Pennsylvania
$571K
LK
1921
Lumbard & Kellner
New Hampshire
$570K
AR
1922
Apeiron RIA
Texas
$569K
ACA
1923
Atlas Capital Advisors
Wyoming
$569K
BI
1924
Bradyco Inc
Massachusetts
$568K
CWM
1925
Cornerstone Wealth Management
Missouri
$566K