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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
SFS
2201
Summit Financial Strategies
Ohio
$381K -$22.3K -75 -5%
LWL
2202
Leo Wealth LLC
Texas
$380K +$59.9K +201 +17%
MW
2203
Members Wealth
Pennsylvania
$380K -$11K -37 -3%
PIM
2204
Provident Investment Management
Michigan
$379K
FCCM
2205
First City Capital Management
Georgia
$379K +$45.6K +153 +12%
MCCP
2206
Mission Creek Capital Partners
California
$378K -$2.44M -8,180 -85%
GPI
2207
General Partner Inc
Pennsylvania
$378K -$14.9K -50 -3%
LOWM
2208
Laurel Oak Wealth Management
New Jersey
$377K -$22.9K -77 -5%
BFA
2209
Buttonwood Financial Advisors
Maryland
$377K -$32.2K -108 -7%
DWS
2210
Discipline Wealth Solutions
South Carolina
$377K -$6.55K -22 -2%
FAFN
2211
First Affirmative Financial Network
Colorado
$377K +$415K +1,393 New
WF
2212
Womack Financial
Texas
$377K -$65.5K -220 -14%
EAM
2213
Evanson Asset Management
California
$377K -$154K -517 -27%
VCP
2214
Verus Capital Partners
Arizona
$377K +$47.4K +159 +13%
AWS
2215
Aspen Wealth Strategies
Colorado
$376K -$11.9K -40 -3%
XF
2216
XML Financial
Maryland
$376K +$33.4K +112 +9%
CFSG
2217
Clark Financial Services Group
Missouri
$374K +$8.93K +30 +2%
HAM
2218
Harmony Asset Management
Arizona
$374K -$10.4K -35 -2%
SL
2219
Summitry LLC
California
$373K +$169K +566 +70%
CFO
2220
CVA Family Office
Colorado
$373K -$66.7K -224 -14%
PCM
2221
Pointe Capital Management
Michigan
$372K -$12.2K -41 -3%
AP
2222
Anchyra Partners
Georgia
$371K -$136K -456 -25%
MHR
2223
Matthew Hamilton Rosenberg
$371K +$5.36K +18 +1%
FG
2224
Fiduciary Group
Georgia
$370K -$43.8K -147 -10%
FMC
2225
First Merchants Corp
Indiana
$370K +$2.98K +10 +0.7%

UNH Hedge Fund Activity: Q1 2026 in Review

3,018 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2026, worth a combined $203B — down 18% from $248B a quarter earlier.

Sellers outnumbered buyers: 399 funds closed out of UNH and 188 opened new positions — a net loss of 211 holders — while 1,390 trimmed existing stakes and 1,189 added.

The largest buyer was Charles Schwab, adding an estimated $3.69B. The largest seller was Capital International Investors, cutting an estimated $2.87B.

  • 3,018 institutional investors held UnitedHealth (UNH) as of Q1 2026, down from 3,295 in Q4 2025.
  • Funds reported $203B of UnitedHealth stock for Q1 2026, down 18% quarter-over-quarter.
  • 188 funds opened new UnitedHealth positions in Q1 2026 and 399 closed out, a net change of -211 holders.
  • The largest UnitedHealth buyer in Q1 2026 was Charles Schwab, an estimated $3.69B added.
  • The largest UnitedHealth seller in Q1 2026 was Capital International Investors, an estimated $2.87B sold.

Based on aggregated 13F filings for Q1 2026.