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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
FTC
2026
Farmers Trust Company
Ohio
$500K
KFAS
2027
Keating Financial Advisory Services
Kansas
$500K
FWMP
2028
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$499K
TWM
2029
TopTier Wealth Management
Wisconsin
$498K
KWA
2030
Kellett Wealth Advisors
Ohio
$496K
Fuller & Thaler Asset Management
2031
Fuller & Thaler Asset Management
California
$495K
1WA
2032
180 Wealth Advisors
Washington
$495K
EW
2033
Element Wealth
Mississippi
$494K
PL
2034
PeakShares LLC
Florida
$493K
PCM
2035
Presidio Capital Management
California
$493K
TCM
2036
Traynor Capital Management
Pennsylvania
$492K
NSIM
2037
North Star Investment Management
Illinois
$491K
WW
2038
Waterfront Wealth
Kansas
$490K
BFIM
2039
Beese Fulmer Investment Management
Ohio
$488K
SPWG
2040
Sage Private Wealth Group
Illinois
$488K
CNC
2041
Canandaigua National Corp
New York
$485K
WMP
2042
Wealth Management Partners
Arizona
$485K
SWG
2043
Summit Wealth Group
Vermont
$484K
S
2044
Storgate
Texas
$484K
SWGC
2045
Summit Wealth Group (Colorado)
Colorado
$484K
FFP
2046
Freedom Financial Partners
Minnesota
$482K
SG
2047
StoneX Group
New York
$481K
SC
2048
Sierra Capital
Florida
$481K
APIM
2049
Agate Pass Investment Management
Washington
$479K
FIB
2050
First Interstate Bank
Montana
$479K