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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
AWM
2001
Athena Wealth Management
Nevada
$527K
GWCM
2002
Godshalk Welsh Capital Management
Pennsylvania
$526K
CG
2003
CFO4Life Group
Texas
$526K
SPWG
2004
Syntegra Private Wealth Group
Missouri
$526K
KFGK
2005
Keystone Financial Group (Kentucky)
Kentucky
$525K
IFS
2006
Ifrah Financial Services
Arkansas
$525K
HWA
2007
HCR Wealth Advisors
California
$524K
VAM
2008
Virtue Asset Management
Illinois
$523K
FSA
2009
Financial Security Advisor
Virginia
$523K
SI
2010
Saxon Interests
Texas
$522K
FAT
2011
First American Trust
California
$522K
5NPW
2012
55 North Private Wealth
Florida
$521K
TFCP
2013
Twin Focus Capital Partners
Massachusetts
$521K
PCMM
2014
Piedmont Capital Management (Montana)
Montana
$520K
BHC
2015
Bull Harbor Capital
Maryland
$520K
NFP
2016
Narus Financial Partners
Utah
$519K
PAM
2017
Peak Asset Management
Colorado
$517K
RWA
2018
Redhawk Wealth Advisors
Minnesota
$516K
MFF
2019
Michels Family Financial
Texas
$515K
AF
2020
Arrow Financial
New York
$514K
PWP
2021
Phillips Wealth Planners
Mississippi
$513K
USWIA
2022
UP Strategic Wealth Investment Advisors
Pennsylvania
$512K
DCM
2023
DGS Capital Management
New Jersey
$512K
EFG
2024
Ethos Financial Group
Pennsylvania
$512K
PGWM
2025
Parisi Gray Wealth Management
New Jersey
$511K