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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
BHC
2001
Bull Harbor Capital
Maryland
$520K
NFP
2002
Narus Financial Partners
Utah
$519K
PAM
2003
Peak Asset Management
Colorado
$517K
RWA
2004
Redhawk Wealth Advisors
Minnesota
$516K
MFF
2005
Michels Family Financial
Texas
$515K
AF
2006
Arrow Financial
New York
$514K
PWP
2007
Phillips Wealth Planners
Mississippi
$513K
USWIA
2008
UP Strategic Wealth Investment Advisors
Pennsylvania
$512K
DCM
2009
DGS Capital Management
New Jersey
$512K
EFG
2010
Ethos Financial Group
Pennsylvania
$512K
PGWM
2011
Parisi Gray Wealth Management
New Jersey
$511K
SOS
2012
Silver Oak Securities
Tennessee
$509K
PFS
2013
Prospect Financial Services
New York
$509K
APM
2014
a16z Perennial Management
California
$508K
SWA
2015
Strategies Wealth Advisors
Michigan
$508K
TIA
2016
Tiemann Investment Advisors
California
$507K
GEA
2017
Glen Eagle Advisors
New Jersey
$507K
JF
2018
JSF Financial
California
$506K
BFW
2019
Brady Family Wealth
Missouri
$505K
KA
2020
Klingman & Associates
New York
$505K
MFWP
2021
Mosaic Family Wealth Partners
Missouri
$504K
BMCM
2022
Burns Matteson Capital Management
New York
$503K
WAM
2023
Weinberger Asset Management
California
$502K
KAM
2024
KEB Asset Management
Illinois
$501K
ACM
2025
AlphaStar Capital Management
North Carolina
$500K