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 189 funds opening new positions, 1,187 increasing their positions, 1,391 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
FFA
2251
Frazier Financial Advisors
Ohio
$361K
MWPCG
2252
Measured Wealth Private Client Group
New Hampshire
$360K
HCP
2253
Holt Capital Partners
Texas
$359K
WCM
2254
Washington Capital Management
Washington
$359K
WMA
2255
Wealth Management Associates
New Jersey
$358K
CWM
2256
Cahaba Wealth Management
Georgia
$358K
V
2257
VeraBank
Texas
$357K
OWA
2258
Octavia Wealth Advisors
Ohio
$357K
BLC
2259
Brown, Lisle/Cummings
Rhode Island
$356K
SP
2260
SmartHarvest Portfolios
Washington
$356K
CB
2261
CNB Bank
Pennsylvania
$356K
Members Trust
2262
Members Trust
Florida
$356K
QPWM
2263
Quadrant Private Wealth Management
Pennsylvania
$356K
SWP
2264
Strategic Wealth Partners
Ohio
$355K
NCM
2265
Northside Capital Management
Oregon
$355K
BCM
2266
Bannerstone Capital Management
Minnesota
$355K
BWM
2267
BlackDiamond Wealth Management
New York
$355K
DIP
2268
DT Investment Partners
Pennsylvania
$354K
SC
2269
Steph & Co
Wisconsin
$353K
FFM
2270
Forum Financial Management
Illinois
$353K
MSCM
2271
McElhenny Sheffield Capital Management
Texas
$353K
SL
2272
Salomon & Ludwin
Virginia
$352K
LF
2273
Lantz Financial
Illinois
$351K
4WM
2274
44 Wealth Management
Oregon
$351K
LSA
2275
Lansing Street Advisors
Pennsylvania
$351K