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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
SAM
1976
Secure Asset Management
Michigan
$541K -$11.6K -39 -2%
JE
1977
Jacobs Equity
Utah
$539K +$89.3K +300 +18%
SIM
1978
Synergy Investment Management
Florida
$538K -$25.6K -86 -4%
1SB
1979
1ST Source Bank
Indiana
$538K +$65.2K +219 +12%
SPL
1980
Smart Portfolios LLC
Washington
$537K +$43.2K +145 +8%
SAM
1981
Sawgrass Asset Management
Florida
$537K -$14.6K -49 -2%
FA
1982
Forefront Analytics
Pennsylvania
$537K +$158K +531 +37%
PB
1983
Pinnacle Bancorp
Nebraska
$535K +$20.8K +70 +4%
MFG
1984
Mustico Financial Group
New York
$535K +$260K +874 +117%
WWA
1985
Wisconsin Wealth Advisors
Wisconsin
$535K +$2.68K +9 +0.5%
APG
1986
Abacus Planning Group
South Carolina
$533K -$67.9K -228 -10%
BCP
1987
Blackhawk Capital Partners
Wisconsin
$533K -$364K -1,221 -38%
ACM
1988
Ardent Capital Management
Ohio
$533K -$7.45K -25 -1%
WF
1989
Welch & Forbes
Massachusetts
$533K -$326K -1,093 -36%
BB
1990
Bell Bank
North Dakota
$532K -$351K -1,179 -37%
GAM
1991
Grandview Asset Management
Pennsylvania
$532K -$421K -1,413 -42%
WA
1992
WealthTrust Axiom
Pennsylvania
$531K -$1.49K -5 -0.3%
MW
1993
MBL Wealth
North Carolina
$530K -$596 -2 -0.1%
BIAS
1994
Beacon Investment Advisory Services
New Jersey
$529K -$63.7K -214 -10%
WCA
1995
Westover Capital Advisors
Delaware
$529K -$54.5K -183 -9%
LPFG
1996
Landing Point Financial Group
Ohio
$528K -$13.4K -45 -2%
MAM
1997
McLean Asset Management
Virginia
$528K -$14.6K -49 -2%
NI
1998
NCP Inc
California
$528K -$526K -1,766 -48%
WG
1999
WMS Group
Louisiana
$527K
TWM
2000
TRB Wealth Management
Texas
$527K +$580K +1,948 New

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.