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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
CCWP
2126
Cedar Cove Wealth Partners
Minnesota
$425K
BPW
2127
Bingham Private Wealth
California
$425K
AWS
2128
Alliance Wealth Strategies
Virginia
$425K
SAA
2129
Southeast Asset Advisors
Georgia
$424K
PJC
2130
Phillip James Consulting
Minnesota
$424K
BSSFA
2131
Baron Silver Stevens Financial Advisors
Florida
$423K
RW
2132
RVW Wealth
California
$423K
BW
2133
BIP Wealth
Georgia
$422K
BFS
2134
BridgePort Financial Solutions
Iowa
$422K
SB
2135
Simmons Bank
Arkansas
$421K
MFPI
2136
Midwest Financial Partners Investments
Minnesota
$420K
GC
2137
Gilbert & Cook
Iowa
$420K
AWP
2138
Axis Wealth Partners
Rhode Island
$420K
NG
2139
Navigation Group
California
$419K
FFA
2140
Fi3 Financial Advisors
Indiana
$417K
MCM
2141
MV Capital Management
Maryland
$417K
DWM
2142
Dynasty Wealth Management
Florida
$417K
EWM
2143
Echo Wealth Management
Minnesota
$416K
WAS
2144
Winch Advisory Services
Wisconsin
$415K
FWP
2145
Falcon Wealth Planning
California
$413K
NRWA
2146
North Ridge Wealth Advisors
Oregon
$412K
FFO
2147
Fiduciary Family Office
Florida
$412K
ANC
2148
Ames National Corp
Iowa
$410K
AIA
2149
AssuredPartners Investment Advisors
Florida
$410K
RCM
2150
RB Capital Management
Nevada
$409K