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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
KLCM
1926
KG&L Capital Management
Louisiana
$565K
SSC
1927
Syverson Strege & Co
Iowa
$563K
SPC
1928
Spirepoint Private Client
Florida
$563K
BFA
1929
Beaumont Financial Advisors
Massachusetts
$563K
ML
1930
McAdam LLC
Pennsylvania
$563K
SWM
1931
SeaCrest Wealth Management
New York
$563K
RBC
1932
Romano Brothers & Co
Illinois
$562K
AWG
1933
Altus Wealth Group
Colorado
$562K
BIA
1934
Bigelow Investment Advisors
Maine
$559K
WDC
1935
Woodward Diversified Capital
California
$558K
QWM
1936
Quadcap Wealth Management
Texas
$557K
OIS
1937
Okabena Investment Services
Minnesota
$557K
YIM
1938
Yoffe Investment Management
Pennsylvania
$557K
CBT
1939
Crews Bank & Trust
Florida
$557K
ALA
1940
Atlas Legacy Advisors
California
$556K
C
1941
Croban
Ohio
$556K
LA
1942
LVW Advisors
New York
$556K
SIM
1943
Stratos Investment Management
Ohio
$554K
EFA
1944
Englebert Financial Advisers
Pennsylvania
$552K
CFS
1945
CRA Financial Services
New Jersey
$550K
HA
1946
Huntleigh Advisors
Missouri
$550K
RWS
1947
Resolute Wealth Strategies
Mississippi
$550K
RIA
1948
Regal Investment Advisors
Michigan
$550K
SFWC
1949
Strategic Family Wealth Counselors
New Jersey
$549K
FGC
1950
First Growth Capital
Maryland
$549K