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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
SOS
2026
Silver Oak Securities
Tennessee
$509K -$256K -860 -31%
PFS
2027
Prospect Financial Services
New York
$509K -$541K -1,817 -49%
APM
2028
a16z Perennial Management
California
$508K
SWA
2029
Strategies Wealth Advisors
Michigan
$508K -$110K -368 -16%
TIA
2030
Tiemann Investment Advisors
California
$507K -$46.8K -157 -8%
GEA
2031
Glen Eagle Advisors
New Jersey
$507K -$173K -582 -24%
JF
2032
JSF Financial
California
$506K +$557K +1,871 New
BFW
2033
Brady Family Wealth
Missouri
$505K -$294K -987 -35%
KA
2034
Klingman & Associates
New York
$505K +$18.5K +62 +3%
MFWP
2035
Mosaic Family Wealth Partners
Missouri
$504K +$183K +615 +49%
BMCM
2036
Burns Matteson Capital Management
New York
$503K -$1.37M -4,594 -71%
WAM
2037
Weinberger Asset Management
California
$502K -$3.87K -13 -0.7%
KAM
2038
KEB Asset Management
Illinois
$501K -$34.8K -117 -6%
ACM
2039
AlphaStar Capital Management
North Carolina
$500K +$86.4K +290 +19%
FTC
2040
Farmers Trust Company
Ohio
$500K +$20K +67 +4%
KFAS
2041
Keating Financial Advisory Services
Kansas
$500K -$939K -3,152 -63%
FWMP
2042
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$499K +$7.15K +24 +1%
TWM
2043
TopTier Wealth Management
Wisconsin
$498K -$63.4K -213 -10%
KWA
2044
Kellett Wealth Advisors
Ohio
$496K +$26.2K +88 +5%
Fuller & Thaler Asset Management
2045
Fuller & Thaler Asset Management
California
$495K
1WA
2046
180 Wealth Advisors
Washington
$495K +$165K +555 +44%
EW
2047
Element Wealth
Mississippi
$494K +$26.2K +88 +5%
PL
2048
PeakShares LLC
Florida
$493K +$156K +524 +40%
PCM
2049
Presidio Capital Management
California
$493K -$101K -338 -16%
TCM
2050
Traynor Capital Management
Pennsylvania
$492K +$107K +360 +24%