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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
DWP
2376
Destiny Wealth Partners
Florida
$295K
HWM
2377
HFR Wealth Management
New York
$295K
ORC
2378
O'Rourke & Company
Massachusetts
$294K
GRR
2379
Golden Reserve Retirement
Ohio
$294K
LA
2380
Legacy Advisors
Pennsylvania
$294K
FVWA
2381
Foster Victor Wealth Advisors
South Carolina
$294K
TC
2382
Tannin Capital
North Carolina
$294K
CWP
2383
Curated Wealth Partners
California
$294K
CWS
2384
Cypress Wealth Services
California
$293K
BTWM
2385
Baker Tilly Wealth Management
Wisconsin
$293K
ACG
2386
Allen Capital Group
Nebraska
$292K
ORAM
2387
One River Asset Management
Connecticut
$292K
WA
2388
Winter & Associates
Minnesota
$291K
BT
2389
Banque Transatlantique
France
$291K
QFA
2390
Quantum Financial Advisors
California
$291K
NFTC
2391
North Forty Two & Co
Oregon
$291K
CJ
2392
Caitlin John
Michigan
$290K
SAM
2393
Strategy Asset Managers
California
$289K
AFC
2394
Avise Financial Cooperative
California
$289K
PWM
2395
Provident Wealth Management
Tennessee
$288K
PAM
2396
PCG Asset Management
New Jersey
$288K
EWM
2397
Evermay Wealth Management
Virginia
$288K
CAC
2398
Core Alternative Capital
Georgia
$287K
BFG
2399
Birch Financial Group
New Hampshire
$287K
MWM
2400
Moran Wealth Management
Florida
$285K