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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
NJIM
2051
Nabity-Jensen Investment Management
Nebraska
$477K
AOWM
2052
Asset One Wealth Management
Washington
$477K
APW
2053
Aurora Private Wealth
New Jersey
$476K
WPW
2054
Winthrop Partners - WNY
New York
$476K
MPCL
2055
My Personal CFO LLC
Washington
$475K
AWA
2056
Amplius Wealth Advisors
Pennsylvania
$473K
HNWAG
2057
High Net Worth Advisory Group
Florida
$472K
SPAS
2058
Spectrum Planning & Advisory Services
California
$472K
TCOTS
2059
Trust Company of the South
North Carolina
$472K
RC
2060
Rexford Capital
Texas
$471K
BC
2061
BDFS Capital
Delaware
$471K
AWM
2062
Aviso Wealth Management
Washington
$468K
G
2063
GenTrust
Florida
$468K
PNC
2064
Park National Corp
Ohio
$467K
FFWA
2065
FRG Family Wealth Advisors
Washington
$467K
RCA
2066
Ranch Capital Advisors
Florida
$466K
MQWP
2067
Morey & Quinn Wealth Partners
Nebraska
$466K
FNWM
2068
Financial Network Wealth Management
Utah
$465K
GSWM
2069
Golden State Wealth Management
California
$465K
VBFP
2070
Valtinson Bruner Financial Planning
Minnesota
$464K
PMA
2071
Prudent Man Advisors
Illinois
$464K
DWM
2072
Drive Wealth Management
Utah
$463K
CWA
2073
Clarus Wealth Advisors
Arizona
$463K
TC
2074
TFR Capital
Texas
$462K
VFA
2075
Voya Financial Advisors
Connecticut
$462K