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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
GC
2151
Gilbert & Cook
Iowa
$420K +$5.36K +18 +1%
AWP
2152
Axis Wealth Partners
Rhode Island
$420K -$20.8K -70 -4%
NG
2153
Navigation Group
California
$419K +$461K +1,549 New
FFA
2154
Fi3 Financial Advisors
Indiana
$417K +$101K +339 +28%
MCM
2155
MV Capital Management
Maryland
$417K -$31.6K -106 -6%
DWM
2156
Dynasty Wealth Management
Florida
$417K +$64.6K +217 +16%
EWM
2157
Echo Wealth Management
Minnesota
$416K -$39K -131 -8%
WAS
2158
Winch Advisory Services
Wisconsin
$415K -$72.7K -244 -14%
FWP
2159
Falcon Wealth Planning
California
$413K -$2.08K -7 -0.5%
NRWA
2160
North Ridge Wealth Advisors
Oregon
$412K
FFO
2161
Fiduciary Family Office
Florida
$412K +$221K +741 +95%
ANC
2162
Ames National Corp
Iowa
$410K -$9.83K -33 -2%
AIA
2163
AssuredPartners Investment Advisors
Florida
$410K +$21.1K +71 +5%
RCM
2164
RB Capital Management
Nevada
$409K -$95.6K -321 -18%
MCC
2165
Malaga Cove Capital
California
$409K +$58.7K +197 +15%
SIAP
2166
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$409K -$51.5K -173 -10%
WIC
2167
Wilkins Investment Counsel
Massachusetts
$409K -$153K -515 -25%
SLC
2168
Second Line Capital
Louisiana
$409K +$31.9K +107 +11%
RS
2169
R Squared
Hong Kong
$408K +$449K +1,509 New
CTC
2170
Corundum Trust Company
South Dakota
$406K
BWM
2171
Buska Wealth Management
Wisconsin
$404K
JIM
2172
Jensen Investment Management
Oregon
$403K -$730K -2,450 -62%
CAL
2173
Capital Advisors Ltd
Ohio
$403K -$22.3K -75 -5%
WAG
2174
Winthrop Advisory Group
Massachusetts
$403K +$49.7K +167 +13%
PAG
2175
Paladin Advisory Group
Iowa
$402K -$6.25K -21 -1%