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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
IA
2401
Intellus Advisors
Florida
$285K
FA
2402
FDx Advisors
Illinois
$285K
RYIA
2403
Roehl & Yi Investment Advisors
Oregon
$285K
GIM
2404
Groesbeck Investment Management
New Jersey
$284K
PHAM
2405
Palisades Hudson Asset Management
Florida
$284K
AFG
2406
Altiora Financial Group
Ohio
$284K
QCIG
2407
Quad-Cities Investment Group
Iowa
$282K
NWAG
2408
Net Worth Advisory Group
Utah
$282K
CC
2409
Chicago Capital
Illinois
$282K
BOPW
2410
Brandywine Oak Private Wealth
Pennsylvania
$282K
FAG
2411
Fortitude Advisory Group
Washington
$282K
DWM
2412
Daner Wealth Management
Georgia
$282K
SIA
2413
Strategic Investment Advisors
Michigan
$281K
LMFP
2414
Larry Mathis Financial Planning
Arizona
$281K
RDFA
2415
Ritter Daniher Financial Advisory
Ohio
$280K
IW
2416
Instrumental Wealth
Florida
$279K
BFC
2417
Bedel Financial Consulting
Indiana
$279K
AFA
2418
AA Financial Advisors
Ohio
$278K
SF
2419
SWP Financial
California
$278K
WFL
2420
Wealth Forward LLC
North Dakota
$277K
FCM
2421
Fogel Capital Management
Florida
$276K
RGF
2422
Retirement Guys Formula
Ohio
$276K
GFA
2423
Gallagher Fiduciary Advisors
Illinois
$276K
LEA
2424
Legacy Edge Advisors
New York
$275K
FFG
2425
Fortress Financial Group
Minnesota
$275K