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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
SOS
2026
Silver Oak Securities
Tennessee
$509K
PFS
2027
Prospect Financial Services
New York
$509K
APM
2028
a16z Perennial Management
California
$508K
SWA
2029
Strategies Wealth Advisors
Michigan
$508K
TIA
2030
Tiemann Investment Advisors
California
$507K
GEA
2031
Glen Eagle Advisors
New Jersey
$507K
JF
2032
JSF Financial
California
$506K
BFW
2033
Brady Family Wealth
Missouri
$505K
KA
2034
Klingman & Associates
New York
$505K
MFWP
2035
Mosaic Family Wealth Partners
Missouri
$504K
BMCM
2036
Burns Matteson Capital Management
New York
$503K
WAM
2037
Weinberger Asset Management
California
$502K
KAM
2038
KEB Asset Management
Illinois
$501K
ACM
2039
AlphaStar Capital Management
North Carolina
$500K
FTC
2040
Farmers Trust Company
Ohio
$500K
KFAS
2041
Keating Financial Advisory Services
Kansas
$500K
FWMP
2042
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$499K
TWM
2043
TopTier Wealth Management
Wisconsin
$498K
KWA
2044
Kellett Wealth Advisors
Ohio
$496K
Fuller & Thaler Asset Management
2045
Fuller & Thaler Asset Management
California
$495K
1WA
2046
180 Wealth Advisors
Washington
$495K
EW
2047
Element Wealth
Mississippi
$494K
PL
2048
PeakShares LLC
Florida
$493K
PCM
2049
Presidio Capital Management
California
$493K
TCM
2050
Traynor Capital Management
Pennsylvania
$492K