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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 188 funds opening new positions, 1,189 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: 3,2953,018 (-277)

14% less repeat investments, than reductions

Existing positions increased: 1,189 | 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
3,018
Holders Change
-277
Holders Change %
-8.41%
% of All Funds
37.14%
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
1,189
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
SB
1901
Sunflower Bank
Texas
$598K -$5.36K -18 -0.8%
NI
1902
Natural Investments
California
$598K -$33.1K -111 -5%
VCM
1903
Vivaldi Capital Management
Illinois
$598K -$39K -131 -6%
FP
1904
Factorial Partners
New York
$595K +$119K +400 +22%
SFG
1905
Sovereign Financial Group
Connecticut
$595K -$34.8K -117 -5%
CCA
1906
Childress Capital Advisors
Texas
$595K -$250K -839 -28%
GI
1907
GAMCO Investors
Connecticut
$594K +$24.7K +83 +4%
WBCM
1908
Wilson & Boucher Capital Management
California
$594K +$3.28K +11 +0.5%
FWM
1909
Finer Wealth Management
Massachusetts
$594K +$87.6K +294 +15%
SCI
1910
Stableford Capital II
Arizona
$593K -$502K -1,686 -43%
ICM
1911
Islay Capital Management
Texas
$593K +$623K +2,091 +2,091%
FMP
1912
Financial Management Professionals
Texas
$593K +$384K +1,288 +143%
MWM
1913
Manske Wealth Management
Texas
$592K +$131K +439 +25%
QFW
1914
QTR Family Wealth
Florida
$591K +$24.7K +83 +5%
CBA
1915
Coastal Bridge Advisors
Connecticut
$591K +$36.9K +124 +6%
KWM
1916
KFG Wealth Management
Indiana
$591K +$49.7K +167 +8%
EWM
1917
Elevation Wealth Management
Minnesota
$591K +$112K +375 +21%
DA
1918
Doliver Advisors
Texas
$590K -$39.9K -134 -6%
RFW
1919
Redwood Family Wealth
Texas
$587K -$15.8K -53 -2%
SWM
1920
SHP Wealth Management
Massachusetts
$584K -$1.79K -6 -0.3%
FPCP
1921
Fort Point Capital Partners
California
$584K +$11.6K +39 +2%
HC
1922
Hamilton Capital
Ohio
$583K +$267K +897 +71%
OA
1923
Oxbow Advisors
Texas
$583K -$13.4K -45 -2%
BOS
1924
Bank of Stockton
California
$580K +$184K +617 +40%
THCM
1925
Taylor Hoffman Capital Management
Virginia
$579K -$74.5K -250 -10%

UNH Hedge Fund Activity: Q1 2026 in Review

3,018 of the 8,125 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 1,189 added.

The largest buyer was Charles Schwab, adding an estimated $3.69B. The largest seller was Capital International Investors, cutting an estimated $2.87B.

  • 3,018 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.