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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
NSIM
2051
North Star Investment Management
Illinois
$491K -$1.49K -5 -0.3%
WW
2052
Waterfront Wealth
Kansas
$490K +$540K +1,812 New
BFIM
2053
Beese Fulmer Investment Management
Ohio
$488K -$48.5K -163 -8%
SPWG
2054
Sage Private Wealth Group
Illinois
$488K +$14.9K +50 +3%
CNC
2055
Canandaigua National Corp
New York
$485K +$534K +1,793 New
WMP
2056
Wealth Management Partners
Arizona
$485K -$10.4K -35 -2%
SWG
2057
Summit Wealth Group
Vermont
$484K +$43.2K +145 +9%
S
2058
Storgate
Texas
$484K +$267K +898 +101%
SWGC
2059
Summit Wealth Group (Colorado)
Colorado
$484K +$149K +500 +39%
FFP
2060
Freedom Financial Partners
Minnesota
$482K +$298 +1 +0.1%
SG
2061
StoneX Group
New York
$481K -$3.44M -11,536 -87%
SC
2062
Sierra Capital
Florida
$481K
APIM
2063
Agate Pass Investment Management
Washington
$479K +$23.8K +80 +5%
FIB
2064
First Interstate Bank
Montana
$479K -$2.66M -8,927 -83%
NJIM
2065
Nabity-Jensen Investment Management
Nebraska
$477K -$100K -337 -16%
AOWM
2066
Asset One Wealth Management
Washington
$477K +$410K +1,378 New
APW
2067
Aurora Private Wealth
New Jersey
$476K
WPW
2068
Winthrop Partners - WNY
New York
$476K -$29.5K -99 -5%
MPCL
2069
My Personal CFO LLC
Washington
$475K
AWA
2070
Amplius Wealth Advisors
Pennsylvania
$473K -$98.3K -330 -16%
HNWAG
2071
High Net Worth Advisory Group
Florida
$472K +$154K +518 +42%
SPAS
2072
Spectrum Planning & Advisory Services
California
$472K -$6.55K -22 -1%
TCOTS
2073
Trust Company of the South
North Carolina
$472K
RC
2074
Rexford Capital
Texas
$471K +$42.6K +143 +9%
BC
2075
BDFS Capital
Delaware
$471K +$42K +141 +9%

UNH Hedge Fund Activity: Q1 2026 in Review

3,018 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2026, worth a combined $203B — down 18% from $248B a quarter earlier.

Sellers outnumbered buyers: 399 funds closed out of UNH and 188 opened new positions — a net loss of 211 holders — while 1,390 trimmed existing stakes and 1,189 added.

The largest buyer was Charles Schwab, adding an estimated $3.69B. The largest seller was Capital International Investors, cutting an estimated $2.87B.

  • 3,018 institutional investors held UnitedHealth (UNH) as of Q1 2026, down from 3,295 in Q4 2025.
  • Funds reported $203B of UnitedHealth stock for Q1 2026, down 18% quarter-over-quarter.
  • 188 funds opened new UnitedHealth positions in Q1 2026 and 399 closed out, a net change of -211 holders.
  • The largest UnitedHealth buyer in Q1 2026 was Charles Schwab, an estimated $3.69B added.
  • The largest UnitedHealth seller in Q1 2026 was Capital International Investors, an estimated $2.87B sold.

Based on aggregated 13F filings for Q1 2026.