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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
FCAS
2176
First Command Advisory Services
Texas
$390K
WSA
2177
Wealth Science Advisors
Georgia
$390K
SAM
2178
Sagewood Asset Management
New York
$389K
PA
2179
PSI Advisors
Florida
$386K
SIS
2180
Sound Income Strategies
Florida
$386K
BWM
2181
Baron Wealth Management
Michigan
$384K
SFG
2182
SageGuard Financial Group
Tennessee
$383K
MHC
2183
May Hill Capital
Massachusetts
$383K
CLOS
2184
Compagnie Lombard Odier SCmA
Switzerland
$383K
BWM
2185
BCS Wealth Management
Tennessee
$382K
NLP
2186
Next Level Private
New York
$382K
SFS
2187
Summit Financial Strategies
Ohio
$381K
LWL
2188
Leo Wealth LLC
Texas
$380K
MW
2189
Members Wealth
Pennsylvania
$380K
PIM
2190
Provident Investment Management
Michigan
$379K
FCCM
2191
First City Capital Management
Georgia
$379K
MCCP
2192
Mission Creek Capital Partners
California
$378K
GPI
2193
General Partner Inc
Pennsylvania
$378K
LOWM
2194
Laurel Oak Wealth Management
New Jersey
$377K
BFA
2195
Buttonwood Financial Advisors
Maryland
$377K
DWS
2196
Discipline Wealth Solutions
South Carolina
$377K
FAFN
2197
First Affirmative Financial Network
Colorado
$377K
WF
2198
Womack Financial
Texas
$377K
EAM
2199
Evanson Asset Management
California
$377K
VCP
2200
Verus Capital Partners
Arizona
$377K