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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
OIS
1951
Okabena Investment Services
Minnesota
$557K -$573K -1,923 -48%
YIM
1952
Yoffe Investment Management
Pennsylvania
$557K
CBT
1953
Crews Bank & Trust
Florida
$557K +$893 +3 +0.1%
ALA
1954
Atlas Legacy Advisors
California
$556K -$15.2K -51 -2%
C
1955
Croban
Ohio
$556K +$186K +625 +44%
LA
1956
LVW Advisors
New York
$556K -$359K -1,204 -37%
SIM
1957
Stratos Investment Management
Ohio
$554K -$146K -489 -19%
EFA
1958
Englebert Financial Advisers
Pennsylvania
$552K +$13.7K +46 +2%
CFS
1959
CRA Financial Services
New Jersey
$550K -$72.7K -244 -11%
HA
1960
Huntleigh Advisors
Missouri
$550K +$1.79K +6 +0.3%
RWS
1961
Resolute Wealth Strategies
Mississippi
$550K -$93.5K -314 -13%
RIA
1962
Regal Investment Advisors
Michigan
$550K -$755K -2,536 -56%
SFWC
1963
Strategic Family Wealth Counselors
New Jersey
$549K -$313K -1,051 -34%
FGC
1964
First Growth Capital
Maryland
$549K +$596 +2 +0.1%
SFO
1965
Stokes Family Office
Louisiana
$548K -$236K -792 -28%
CAC
1966
Certified Advisory Corp
Florida
$548K -$893 -3 -0.1%
BCP
1967
Blue Chip Partners
Michigan
$547K -$14.4M -48,291 -96%
GLLW
1968
Graves Light Lenhart Wealth
Virginia
$547K -$5.06K -17 -0.8%
TMWM
1969
Taylor & Morgan Wealth Management
Michigan
$546K -$42.9K -144 -7%
LA
1970
Lifeworks Advisors
Michigan
$546K +$86.7K +291 +17%
Axa
1971
Axa
France
$545K -$59.6K -200 -9%
AI
1972
AXS Investments
New York
$544K -$118K -397 -16%
CSPIA
1973
Cary Street Partners Investment Advisory
Virginia
$544K +$30.4K +102 +5%
PMSA
1974
Patrick M. Sweeney & Associates
Illinois
$543K
TNA
1975
True North Advisors
Texas
$543K -$316K -1,062 -35%

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.