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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
37.15%
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
JWM
2301
Jeppson Wealth Management
California
$337K +$20.5K +69 +6%
AMPWP
2302
Alvarez & Marsal Private Wealth Partners
Florida
$336K +$235K +790 +174%
FWP
2303
Flatrock Wealth Partners
California
$335K +$40.5K +136 +12%
EWP
2304
E-Wealth Partners
Minnesota
$335K +$2.98K +10 +0.8%
DI
2305
DDFG Inc
California
$335K
AAG
2306
Asset Advisory Group
New Jersey
$334K -$31.3K -105 -8%
HCA
2307
Heck Capital Advisors
Wisconsin
$334K -$106K -355 -22%
GCP
2308
Guardian Capital (Pennsylvania)
Pennsylvania
$333K -$764K -2,565 -68%
CCM
2309
Check Capital Management
California
$333K +$153K +513 +71%
WS
2310
Wilian Securities
Minnesota
$332K -$12.8K -43 -3%
AAB
2311
ABN AMRO Bank
Netherlands
$332K +$43.2K +145 +13%
ODFS
2312
O'Donnell Financial Services
California
$331K
WPW
2313
Waldron Private Wealth
Pennsylvania
$331K -$75.6K -254 -17%
TC
2314
Trilogy Capital
California
$330K +$122K +411 +51%
AF
2315
AtlasMark Financial
Texas
$330K
MIM
2316
Macroview Investment Management
Maryland
$330K +$17.6K +59 +5%
RFA
2317
Rollins Financial Advisors
New York
$330K +$150K +504 +70%
AFM
2318
Aspetuck Financial Management
Connecticut
$330K
HWMO
2319
Heritage Wealth Management (Ohio)
Ohio
$329K -$23.2K -78 -6%
PWM
2320
Proathlete Wealth Management
Florida
$329K -$52.1K -175 -13%
WHCI
2321
W.H. Cornerstone Investments
Massachusetts
$329K +$362K +1,214 New
AG
2322
AmeriFlex Group
Nevada
$328K +$22.6K +76 +7%
UCB
2323
United Community Bank
South Carolina
$328K +$58.1K +195 +19%
RA
2324
Riversedge Advisors
Delaware
$328K -$9.23K -31 -2%
TCM
2325
Teza Capital Management
Illinois
$327K +$73K +245 +25%