We are live on ! Find out more
UNH icon

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
37.15%
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
FFA
2251
Frazier Financial Advisors
Ohio
$361K +$10.4K +35 +3%
MWPCG
2252
Measured Wealth Private Client Group
New Hampshire
$360K
HCP
2253
Holt Capital Partners
Texas
$359K -$11.9K -40 -3%
WCM
2254
Washington Capital Management
Washington
$359K
WMA
2255
Wealth Management Associates
New Jersey
$358K +$1.19K +4 +0.3%
CWM
2256
Cahaba Wealth Management
Georgia
$358K -$10.4K -35 -3%
V
2257
VeraBank
Texas
$357K -$66.1K -222 -14%
OWA
2258
Octavia Wealth Advisors
Ohio
$357K -$20.3K -68 -5%
BLC
2259
Brown, Lisle/Cummings
Rhode Island
$356K +$5.06K +17 +1%
SP
2260
SmartHarvest Portfolios
Washington
$356K -$458K -1,539 -54%
CB
2261
CNB Bank
Pennsylvania
$356K -$74.2K -249 -16%
Members Trust
2262
Members Trust
Florida
$356K -$36K -121 -8%
QPWM
2263
Quadrant Private Wealth Management
Pennsylvania
$356K +$20.3K +68 +5%
SWP
2264
Strategic Wealth Partners
Ohio
$355K -$61.3K -206 -14%
NCM
2265
Northside Capital Management
Oregon
$355K
BCM
2266
Bannerstone Capital Management
Minnesota
$355K -$298 -1 -0.1%
BWM
2267
BlackDiamond Wealth Management
New York
$355K +$12.8K +43 +3%
DIP
2268
DT Investment Partners
Pennsylvania
$354K -$33.7K -113 -8%
SC
2269
Steph & Co
Wisconsin
$353K +$3.57K +12 +0.9%
FFM
2270
Forum Financial Management
Illinois
$353K -$1.77M -5,937 -82%
MSCM
2271
McElhenny Sheffield Capital Management
Texas
$353K +$22.3K +75 +6%
SL
2272
Salomon & Ludwin
Virginia
$352K -$2.98K -10 -0.8%
LF
2273
Lantz Financial
Illinois
$351K -$13.7K -46 -3%
4WM
2274
44 Wealth Management
Oregon
$351K -$129K -432 -25%
LSA
2275
Lansing Street Advisors
Pennsylvania
$351K -$25K -84 -6%