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UnitedHealth

3,015 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, 1,184 increasing their positions, 1,391 reducing their positions, and 397 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: 188 | Existing positions closed: 397

Holders
3,015
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
CG
2001
CFO4Life Group
Texas
$526K
SPWG
2002
Syntegra Private Wealth Group
Missouri
$526K
KFGK
2003
Keystone Financial Group (Kentucky)
Kentucky
$525K
IFS
2004
Ifrah Financial Services
Arkansas
$525K
HWA
2005
HCR Wealth Advisors
California
$524K
VAM
2006
Virtue Asset Management
Illinois
$523K
FSA
2007
Financial Security Advisor
Virginia
$523K
SI
2008
Saxon Interests
Texas
$522K
FAT
2009
First American Trust
California
$522K
5NPW
2010
55 North Private Wealth
Florida
$521K
TFCP
2011
Twin Focus Capital Partners
Massachusetts
$521K
PCMM
2012
Piedmont Capital Management (Montana)
Montana
$520K
BHC
2013
Bull Harbor Capital
Maryland
$520K
NFP
2014
Narus Financial Partners
Utah
$519K
PAM
2015
Peak Asset Management
Colorado
$517K
RWA
2016
Redhawk Wealth Advisors
Minnesota
$516K
MFF
2017
Michels Family Financial
Texas
$515K
AF
2018
Arrow Financial
New York
$514K
PWP
2019
Phillips Wealth Planners
Mississippi
$513K
USWIA
2020
UP Strategic Wealth Investment Advisors
Pennsylvania
$512K
DCM
2021
DGS Capital Management
New Jersey
$512K
EFG
2022
Ethos Financial Group
Pennsylvania
$512K
PGWM
2023
Parisi Gray Wealth Management
New Jersey
$511K
SOS
2024
Silver Oak Securities
Tennessee
$509K
PFS
2025
Prospect Financial Services
New York
$509K