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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
AR
1926
Advisory Research
Illinois
$575K -$34.8K -117 -5%
IIA
1927
IPG Investment Advisors
California
$575K +$28.3K +95 +5%
FWI
1928
Facet Wealth Inc
Maryland
$574K +$61.3K +206 +11%
WCM
1929
Wallace Capital Management
Texas
$573K -$13.4K -45 -2%
MMCM
1930
Murphy & Mullick Capital Management
New York
$573K -$92.9K -312 -13%
CVA
1931
Central Valley Advisors
California
$572K -$475K -1,594 -43%
SMC
1932
Smith, Moore & Co
Missouri
$571K -$21.4K -72 -3%
SP
1933
Stonebrook Private
Michigan
$571K -$56.6K -190 -8%
AFG
1934
Allegheny Financial Group
Pennsylvania
$571K +$418K +1,404 +199%
LK
1935
Lumbard & Kellner
New Hampshire
$570K
AR
1936
Apeiron RIA
Texas
$569K -$4.76K -16 -0.8%
ACA
1937
Atlas Capital Advisors
Wyoming
$569K +$96.5K +324 +18%
BI
1938
Bradyco Inc
Massachusetts
$568K -$171K -574 -21%
CWM
1939
Cornerstone Wealth Management
Missouri
$566K +$31.6K +106 +5%
KLCM
1940
KG&L Capital Management
Louisiana
$565K -$176K -590 -22%
SSC
1941
Syverson Strege & Co
Iowa
$563K -$119K -399 -16%
SPC
1942
Spirepoint Private Client
Florida
$563K -$37.2K -125 -6%
BFA
1943
Beaumont Financial Advisors
Massachusetts
$563K -$27.7K -93 -4%
ML
1944
McAdam LLC
Pennsylvania
$563K +$111K +374 +22%
SWM
1945
SeaCrest Wealth Management
New York
$563K -$88.2K -296 -12%
RBC
1946
Romano Brothers & Co
Illinois
$562K -$14.6K -49 -2%
AWG
1947
Altus Wealth Group
Colorado
$562K +$2.38K +8 +0.4%
BIA
1948
Bigelow Investment Advisors
Maine
$559K -$71.2K -239 -10%
WDC
1949
Woodward Diversified Capital
California
$558K -$10.4K -35 -2%
QWM
1950
Quadcap Wealth Management
Texas
$557K -$76.5K -257 -11%

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.