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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 189 funds opening new positions, 1,188 increasing their positions, 1,390 reducing their positions, and 398 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 (-$45.4B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 189 | Existing positions closed: 398

Holders
3,018
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
GC
2151
Gilbert & Cook
Iowa
$420K
AWP
2152
Axis Wealth Partners
Rhode Island
$420K
NG
2153
Navigation Group
California
$419K
FFA
2154
Fi3 Financial Advisors
Indiana
$417K
MCM
2155
MV Capital Management
Maryland
$417K
DWM
2156
Dynasty Wealth Management
Florida
$417K
EWM
2157
Echo Wealth Management
Minnesota
$416K
WAS
2158
Winch Advisory Services
Wisconsin
$415K
FWP
2159
Falcon Wealth Planning
California
$413K
NRWA
2160
North Ridge Wealth Advisors
Oregon
$412K
FFO
2161
Fiduciary Family Office
Florida
$412K
ANC
2162
Ames National Corp
Iowa
$410K
AIA
2163
AssuredPartners Investment Advisors
Florida
$410K
RCM
2164
RB Capital Management
Nevada
$409K
MCC
2165
Malaga Cove Capital
California
$409K
SIAP
2166
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$409K
WIC
2167
Wilkins Investment Counsel
Massachusetts
$409K
SLC
2168
Second Line Capital
Louisiana
$409K
RS
2169
R Squared
Hong Kong
$408K
CTC
2170
Corundum Trust Company
South Dakota
$406K
BWM
2171
Buska Wealth Management
Wisconsin
$404K
JIM
2172
Jensen Investment Management
Oregon
$403K
CAL
2173
Capital Advisors Ltd
Ohio
$403K
WAG
2174
Winthrop Advisory Group
Massachusetts
$403K
PAG
2175
Paladin Advisory Group
Iowa
$402K