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UnitedHealth

3,015 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, 1,184 increasing their positions, 1,391 reducing their positions, and 397 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: 188 | Existing positions closed: 397

Holders
3,015
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
BFIM
2051
Beese Fulmer Investment Management
Ohio
$488K
SPWG
2052
Sage Private Wealth Group
Illinois
$488K
CNC
2053
Canandaigua National Corp
New York
$485K
WMP
2054
Wealth Management Partners
Arizona
$485K
SWG
2055
Summit Wealth Group
Vermont
$484K
S
2056
Storgate
Texas
$484K
SWGC
2057
Summit Wealth Group (Colorado)
Colorado
$484K
FFP
2058
Freedom Financial Partners
Minnesota
$482K
SG
2059
StoneX Group
New York
$481K
SC
2060
Sierra Capital
Florida
$481K
APIM
2061
Agate Pass Investment Management
Washington
$479K
FIB
2062
First Interstate Bank
Montana
$479K
NJIM
2063
Nabity-Jensen Investment Management
Nebraska
$477K
AOWM
2064
Asset One Wealth Management
Washington
$477K
APW
2065
Aurora Private Wealth
New Jersey
$476K
WPW
2066
Winthrop Partners - WNY
New York
$476K
MPCL
2067
My Personal CFO LLC
Washington
$475K
AWA
2068
Amplius Wealth Advisors
Pennsylvania
$473K
HNWAG
2069
High Net Worth Advisory Group
Florida
$472K
SPAS
2070
Spectrum Planning & Advisory Services
California
$472K
TCOTS
2071
Trust Company of the South
North Carolina
$472K
RC
2072
Rexford Capital
Texas
$471K
BC
2073
BDFS Capital
Delaware
$471K
AWM
2074
Aviso Wealth Management
Washington
$468K
G
2075
GenTrust
Florida
$468K