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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
MWM
2101
Mosley Wealth Management
California
$455K +$4.76K +16 +1%
DA
2102
Detalus Advisors
Missouri
$454K -$596 -2 -0.1%
IF
2103
Intrua Financial
Texas
$453K -$107K -359 -18%
CPC
2104
Consolidated Planning Corp
Georgia
$453K +$240K +807 +93%
WETS
2105
Wealth Enhancement Trust Services
South Dakota
$452K +$70.6K +237 +17%
GCM
2106
Gladius Capital Management
Illinois
$450K -$185K -620 -27%
CA
2107
Claris Advisors
Missouri
$450K
EHWM
2108
Eads & Heald Wealth Management
Georgia
$449K -$128K -430 -21%
GCA
2109
Genesee Capital Advisors
New York
$449K +$5.06K +17 +1%
CA
2110
Cambridge Advisors
Nebraska
$448K -$139K -467 -22%
RFP
2111
Root Financial Partners
California
$447K +$10.4K +35 +2%
CFP
2112
Cascade Financial Partners
California
$447K -$112K -375 -19%
FC
2113
Fairscale Capital
New Hampshire
$446K -$16.4K -55 -3%
TWM
2114
Thrive Wealth Management
Pennsylvania
$444K -$8.64K -29 -2%
CC
2115
Clearwave Capital
California
$444K +$3.28K +11 +0.7%
RPGNY
2116
Retirement Planning Group (New York)
New York
$443K -$7.15K -24 -1%
DSA
2117
Droms Strauss Advisors
Missouri
$443K
JDLA
2118
J. Derek Lewis & Associates
California
$442K +$57.5K +193 +13%
SC
2119
Soundwatch Capital
Connecticut
$440K -$4.76K -16 -1%
FNBSF
2120
First National Bank Sioux Falls
South Dakota
$439K -$54.5K -183 -12%
TPWA
2121
Twin Peaks Wealth Advisors
California
$439K +$23.2K +78 +5%
MIC
2122
Means Investment Company
Maine
$438K -$27.7K -93 -5%
LWP
2123
LMG Wealth Partners
Louisiana
$436K +$3.28K +11 +0.7%
CCP
2124
Cushing Capital Partners
Wisconsin
$436K +$479K +1,610 New
WT
2125
Washington Trust
Rhode Island
$435K +$76.8K +258 +19%