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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
GWM
2326
GDS Wealth Management
Texas
$326K -$11.3M -37,818 -97%
WWC
2327
Waypoint Wealth Counsel
Georgia
$326K -$179K -602 -33%
NEWAS
2328
N.E.W. Advisory Services
Wisconsin
$326K -$258K -865 -42%
IRC
2329
Investors Research Corp
Georgia
$326K +$6.85K +23 +2%
SA
2330
SRH Advisors
Kansas
$325K -$2.68K -9 -0.7%
SIC
2331
Sterling Investment Counsel
New York
$325K -$21.7K -73 -6%
BWCS
2332
Beirne Wealth Consulting Services
Connecticut
$324K -$2.68K -9 -0.7%
MAM
2333
Martingale Asset Management
Massachusetts
$324K -$596 -2 -0.2%
FFS
2334
Fortress Financial Solutions
Arizona
$323K -$8.04K -27 -2%
AMG
2335
Asset Management Group
Connecticut
$322K +$36K +121 +11%
GHA
2336
GW Henssler & Associates
Georgia
$322K -$59.3K -199 -14%
SI
2337
Stonekeep Investments
New Mexico
$322K +$108K +363 +44%
HAIM
2338
Hunter Associates Investment Management
Pennsylvania
$322K
EBSAM
2339
Eubel Brady & Suttman Asset Management
Ohio
$321K
OPWM
2340
Oxinas Partners Wealth Management
Indiana
$321K +$29.8K +100 +9%
UWPG
2341
Ullmann Wealth Partners Group
Florida
$320K -$2.38K -8 -0.7%
KWMG
2342
King Wealth Management Group
Florida
$320K -$8.93K -30 -2%
DSC
2343
Duncker Streett & Co
Missouri
$320K -$165K -553 -32%
AF
2344
Aldebaran Financial
$319K +$37.2K +125 +12%
CWWM
2345
Clear Wave Wealth Management
New Jersey
$319K +$351K +1,180 New
OCG
2346
Opus Capital Group
Ohio
$319K +$134K +451 +62%
ACM
2347
Armbruster Capital Management
New York
$318K
MWA
2348
Monograph Wealth Advisors
California
$318K +$22.3K +75 +7%
KFA
2349
Krane Funds Advisors
New York
$317K +$335K +1,124 New
BFG
2350
Beto Financial Group
Idaho
$317K +$5.36K +18 +2%