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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
AWM
2001
Athena Wealth Management
Nevada
$527K +$217K +729 +60%
GWCM
2002
Godshalk Welsh Capital Management
Pennsylvania
$526K
CG
2003
CFO4Life Group
Texas
$526K -$179K -602 -24%
SPWG
2004
Syntegra Private Wealth Group
Missouri
$526K +$27.4K +92 +5%
KFGK
2005
Keystone Financial Group (Kentucky)
Kentucky
$525K +$57.5K +193 +12%
IFS
2006
Ifrah Financial Services
Arkansas
$525K -$18.5K -62 -3%
HWA
2007
HCR Wealth Advisors
California
$524K -$12.5K -42 -2%
VAM
2008
Virtue Asset Management
Illinois
$523K -$82.8K -278 -13%
FSA
2009
Financial Security Advisor
Virginia
$523K -$86.1K -289 -13%
SI
2010
Saxon Interests
Texas
$522K -$281K -945 -33%
FAT
2011
First American Trust
California
$522K -$18.5K -62 -3%
5NPW
2012
55 North Private Wealth
Florida
$521K +$12.2K +41 +2%
TFCP
2013
Twin Focus Capital Partners
Massachusetts
$521K -$8.04K -27 -1%
PCMM
2014
Piedmont Capital Management (Montana)
Montana
$520K +$12.5K +42 +2%
BHC
2015
Bull Harbor Capital
Maryland
$520K +$572K +1,922 New
NFP
2016
Narus Financial Partners
Utah
$519K +$51.5K +173 +10%
PAM
2017
Peak Asset Management
Colorado
$517K
RWA
2018
Redhawk Wealth Advisors
Minnesota
$516K -$57.5K -193 -9%
MFF
2019
Michels Family Financial
Texas
$515K +$252K +846 +80%
AF
2020
Arrow Financial
New York
$514K -$395K -1,327 -41%
PWP
2021
Phillips Wealth Planners
Mississippi
$513K -$36.3K -122 -8%
USWIA
2022
UP Strategic Wealth Investment Advisors
Pennsylvania
$512K
DCM
2023
DGS Capital Management
New Jersey
$512K -$567K -1,904 -50%
EFG
2024
Ethos Financial Group
Pennsylvania
$512K -$10.4K -35 -2%
PGWM
2025
Parisi Gray Wealth Management
New Jersey
$511K -$9.23K -31 -2%

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.