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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
AWM
2076
Aviso Wealth Management
Washington
$468K +$123K +414 +31%
G
2077
GenTrust
Florida
$468K +$172K +577 +50%
PNC
2078
Park National Corp
Ohio
$467K +$126K +423 +32%
FFWA
2079
FRG Family Wealth Advisors
Washington
$467K -$2.08K -7 -0.4%
RCA
2080
Ranch Capital Advisors
Florida
$466K +$2.38K +8 +0.5%
MQWP
2081
Morey & Quinn Wealth Partners
Nebraska
$466K +$6.55K +22 +1%
FNWM
2082
Financial Network Wealth Management
Utah
$465K -$69.1K -232 -12%
GSWM
2083
Golden State Wealth Management
California
$465K +$36K +121 +8%
VBFP
2084
Valtinson Bruner Financial Planning
Minnesota
$464K +$2.08K +7 +0.4%
PMA
2085
Prudent Man Advisors
Illinois
$464K +$83.1K +279 +19%
DWM
2086
Drive Wealth Management
Utah
$463K -$195K -656 -28%
CWA
2087
Clarus Wealth Advisors
Arizona
$463K +$134K +449 +43%
TC
2088
TFR Capital
Texas
$462K +$244K +818 +92%
VFA
2089
Voya Financial Advisors
Connecticut
$462K -$219K -736 -29%
NFA
2090
Northern Financial Advisors
Michigan
$461K +$161K +540 +46%
MRI
2091
Mad River Investors
Massachusetts
$460K
MIM
2092
Moseley Investment Management
Florida
$459K -$58.7K -197 -10%
JTWM
2093
Jackson Thornton Wealth Management
Alabama
$459K -$41.4K -139 -8%
NPFS
2094
Novak & Powell Financial Services
Florida
$459K +$22.3K +75 +5%
HKAM
2095
Horizon Kinetics Asset Management
New York
$459K +$29.8K +100 +6%
CL
2096
CLG LLC
California
$458K +$13.4K +45 +3%
WLIM
2097
White Lighthouse Investment Management
Massachusetts
$456K -$38.7K -130 -7%
1CP
2098
1015 Capital Partners
Pennsylvania
$456K -$11.3K -38 -2%
PIA
2099
Pinion Investment Advisors
Kansas
$456K +$95.6K +321 +24%
WCG
2100
Weaver Consulting Group
California
$455K -$19.7K -66 -4%