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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
UWPG
2326
Ullmann Wealth Partners Group
Florida
$320K
KWMG
2327
King Wealth Management Group
Florida
$320K
DSC
2328
Duncker Streett & Co
Missouri
$320K
AF
2329
Aldebaran Financial
$319K
CWWM
2330
Clear Wave Wealth Management
New Jersey
$319K
OCG
2331
Opus Capital Group
Ohio
$319K
ACM
2332
Armbruster Capital Management
New York
$318K
MWA
2333
Monograph Wealth Advisors
California
$318K
KFA
2334
Krane Funds Advisors
New York
$317K
BFG
2335
Beto Financial Group
Idaho
$317K
MWA
2336
MN Wealth Advisors
Kansas
$314K
EPIME
2337
Evelyn Partners Investment Management (Europe)
$314K
BW
2338
Balance Wealth
Ohio
$314K
HFP
2339
Holistic Financial Partners
Indiana
$313K
PCA
2340
Prosperity Capital Advisors
Ohio
$313K
Skandinaviska Enskilda Banken (SEB)
2341
Skandinaviska Enskilda Banken (SEB)
Sweden
$313K
JWBC
2342
J.W. Burns & Co
New York
$311K
DI
2343
Disciplined Investors
Texas
$311K
EL
2344
EWA LLC
Pennsylvania
$310K
CSC
2345
Caldwell Sutter Capital
California
$309K
BP
2346
BCK Partners
New York
$309K
CIA
2347
CCM Investment Advisers
South Carolina
$309K
GWM
2348
Gibbs Wealth Management
Georgia
$308K
DBRC
2349
D.B. Root & Company
Pennsylvania
$308K
BFG
2350
Bouchey Financial Group
New York
$308K