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UnitedHealth

3,015 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, 1,184 increasing their positions, 1,391 reducing their positions, and 397 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 (-$45.4B)

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: 397

Holders
3,015
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
SIA
2426
Strategic Investment Advisors
Michigan
$281K
LMFP
2427
Larry Mathis Financial Planning
Arizona
$281K
RDFA
2428
Ritter Daniher Financial Advisory
Ohio
$280K
IW
2429
Instrumental Wealth
Florida
$279K
BFC
2430
Bedel Financial Consulting
Indiana
$279K
AFA
2431
AA Financial Advisors
Ohio
$278K
SF
2432
SWP Financial
California
$278K
WFL
2433
Wealth Forward LLC
North Dakota
$277K
FCM
2434
Fogel Capital Management
Florida
$276K
RGF
2435
Retirement Guys Formula
Ohio
$276K
GFA
2436
Gallagher Fiduciary Advisors
Illinois
$276K
LEA
2437
Legacy Edge Advisors
New York
$275K
FFG
2438
Fortress Financial Group
Minnesota
$275K
AMG
2439
Advisors Management Group
Wisconsin
$275K
MAM
2440
Marotta Asset Management
Virginia
$275K
CFD
2441
Creative Financial Designs
Indiana
$274K
RF
2442
Rossby Financial
Florida
$274K
FWTB
2443
First Western Trust Bank
Colorado
$273K
SEP
2444
Signature Equity Partners
Ohio
$273K
SWRP
2445
Summit Wealth & Retirement Planning
California
$273K
FOA
2446
Five Oceans Advisors
California
$273K
KFS
2447
Kaizen Financial Strategies
California
$273K
PFWA
2448
Paces Ferry Wealth Advisors
Georgia
$272K
IAMOG
2449
Investors Asset Management of Georgia
Georgia
$272K
Cohen & Steers
2450
Cohen & Steers
New York
$271K