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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
AWA
2226
AGH Wealth Advisors
Kansas
$364K
SWM
2227
Sandro Wealth Management
New Jersey
$363K
JCM
2228
Jacobsen Capital Management
Utah
$363K
DBFM
2229
Dickmeyer Boyce Financial Management
Indiana
$363K
BOSSRA
2230
B.O.S.S. Retirement Advisors
Utah
$362K
BIS
2231
BG Investment Services
Guam
$362K
PC
2232
Prairiewood Capital
North Dakota
$362K
CAG
2233
Cypress Advisory Group
Arizona
$361K
XWL
2234
XXI Wealth LLC
Illinois
$361K
RPWA
2235
Regent Peak Wealth Advisors
Georgia
$361K
BF
2236
Brucke Financial
Indiana
$361K
FFA
2237
Frazier Financial Advisors
Ohio
$361K
MWPCG
2238
Measured Wealth Private Client Group
New Hampshire
$360K
HCP
2239
Holt Capital Partners
Texas
$359K
WCM
2240
Washington Capital Management
Washington
$359K
WMA
2241
Wealth Management Associates
New Jersey
$358K
CWM
2242
Cahaba Wealth Management
Georgia
$358K
V
2243
VeraBank
Texas
$357K
OWA
2244
Octavia Wealth Advisors
Ohio
$357K
BLC
2245
Brown, Lisle/Cummings
Rhode Island
$356K
SP
2246
SmartHarvest Portfolios
Washington
$356K
CB
2247
CNB Bank
Pennsylvania
$356K
Members Trust
2248
Members Trust
Florida
$356K
QPWM
2249
Quadrant Private Wealth Management
Pennsylvania
$356K
SWP
2250
Strategic Wealth Partners
Ohio
$355K