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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
SFO
1951
Stokes Family Office
Louisiana
$548K
CAC
1952
Certified Advisory Corp
Florida
$548K
BCP
1953
Blue Chip Partners
Michigan
$547K
GLLW
1954
Graves Light Lenhart Wealth
Virginia
$547K
TMWM
1955
Taylor & Morgan Wealth Management
Michigan
$546K
LA
1956
Lifeworks Advisors
Michigan
$546K
Axa
1957
Axa
France
$545K
AI
1958
AXS Investments
New York
$544K
CSPIA
1959
Cary Street Partners Investment Advisory
Virginia
$544K
PMSA
1960
Patrick M. Sweeney & Associates
Illinois
$543K
TNA
1961
True North Advisors
Texas
$543K
SAM
1962
Secure Asset Management
Michigan
$541K
JE
1963
Jacobs Equity
Utah
$539K
SIM
1964
Synergy Investment Management
Florida
$538K
1SB
1965
1ST Source Bank
Indiana
$538K
SPL
1966
Smart Portfolios LLC
Washington
$537K
SAM
1967
Sawgrass Asset Management
Florida
$537K
FA
1968
Forefront Analytics
Pennsylvania
$537K
PB
1969
Pinnacle Bancorp
Nebraska
$535K
MFG
1970
Mustico Financial Group
New York
$535K
WWA
1971
Wisconsin Wealth Advisors
Wisconsin
$535K
APG
1972
Abacus Planning Group
South Carolina
$533K
BCP
1973
Blackhawk Capital Partners
Wisconsin
$533K
ACM
1974
Ardent Capital Management
Ohio
$533K
WF
1975
Welch & Forbes
Massachusetts
$533K