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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
FAG
2426
Fortitude Advisory Group
Washington
$282K -$4.47K -15 -1%
DWM
2427
Daner Wealth Management
Georgia
$282K +$211K +710 New
SIA
2428
Strategic Investment Advisors
Michigan
$281K +$128K +429 +70%
LMFP
2429
Larry Mathis Financial Planning
Arizona
$281K -$20.8K -70 -6%
RDFA
2430
Ritter Daniher Financial Advisory
Ohio
$280K -$58.7K -197 -16%
IW
2431
Instrumental Wealth
Florida
$279K -$2.38K -8 -0.8%
BFC
2432
Bedel Financial Consulting
Indiana
$279K -$20.3K -68 -6%
AFA
2433
AA Financial Advisors
Ohio
$278K -$600K -2,015 -66%
SF
2434
SWP Financial
California
$278K
WFL
2435
Wealth Forward LLC
North Dakota
$277K
FCM
2436
Fogel Capital Management
Florida
$276K
RGF
2437
Retirement Guys Formula
Ohio
$276K -$1.49M -5,006 -83%
GFA
2438
Gallagher Fiduciary Advisors
Illinois
$276K -$102K -344 -25%
LEA
2439
Legacy Edge Advisors
New York
$275K -$58.4K -196 -16%
FFG
2440
Fortress Financial Group
Minnesota
$275K +$2.38K +8 +0.8%
AMG
2441
Advisors Management Group
Wisconsin
$275K
MAM
2442
Marotta Asset Management
Virginia
$275K -$596 -2 -0.2%
CFD
2443
Creative Financial Designs
Indiana
$274K +$31.9K +107 +12%
RF
2444
Rossby Financial
Florida
$274K +$87.3K +293 +42%
FWTB
2445
First Western Trust Bank
Colorado
$273K -$99.8K -335 -25%
SEP
2446
Signature Equity Partners
Ohio
$273K -$8.93K -30 -3%
SWRP
2447
Summit Wealth & Retirement Planning
California
$273K +$16.1K +54 +6%
FOA
2448
Five Oceans Advisors
California
$273K +$2.08K +7 +0.7%
KFS
2449
Kaizen Financial Strategies
California
$273K +$256K +861 New
PFWA
2450
Paces Ferry Wealth Advisors
Georgia
$272K +$300K +1,007 New