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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 189 funds opening new positions, 1,188 increasing their positions, 1,390 reducing their positions, and 398 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 (-$45.4B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 189 | Existing positions closed: 398

Holders
3,018
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
SAM
1976
Secure Asset Management
Michigan
$541K
JE
1977
Jacobs Equity
Utah
$539K
SIM
1978
Synergy Investment Management
Florida
$538K
1SB
1979
1ST Source Bank
Indiana
$538K
SPL
1980
Smart Portfolios LLC
Washington
$537K
SAM
1981
Sawgrass Asset Management
Florida
$537K
FA
1982
Forefront Analytics
Pennsylvania
$537K
PB
1983
Pinnacle Bancorp
Nebraska
$535K
MFG
1984
Mustico Financial Group
New York
$535K
WWA
1985
Wisconsin Wealth Advisors
Wisconsin
$535K
APG
1986
Abacus Planning Group
South Carolina
$533K
BCP
1987
Blackhawk Capital Partners
Wisconsin
$533K
ACM
1988
Ardent Capital Management
Ohio
$533K
WF
1989
Welch & Forbes
Massachusetts
$533K
BB
1990
Bell Bank
North Dakota
$532K
GAM
1991
Grandview Asset Management
Pennsylvania
$532K
WA
1992
WealthTrust Axiom
Pennsylvania
$531K
MW
1993
MBL Wealth
North Carolina
$530K
BIAS
1994
Beacon Investment Advisory Services
New Jersey
$529K
WCA
1995
Westover Capital Advisors
Delaware
$529K
LPFG
1996
Landing Point Financial Group
Ohio
$528K
MAM
1997
McLean Asset Management
Virginia
$528K
NI
1998
NCP Inc
California
$528K
WG
1999
WMS Group
Louisiana
$527K
TWM
2000
TRB Wealth Management
Texas
$527K