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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 189 funds opening new positions, 1,187 increasing their positions, 1,391 reducing their positions, and 398 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: 189 | Existing positions closed: 398

Holders
3,018
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
FAG
2426
Fortitude Advisory Group
Washington
$282K
DWM
2427
Daner Wealth Management
Georgia
$282K
SIA
2428
Strategic Investment Advisors
Michigan
$281K
LMFP
2429
Larry Mathis Financial Planning
Arizona
$281K
RDFA
2430
Ritter Daniher Financial Advisory
Ohio
$280K
IW
2431
Instrumental Wealth
Florida
$279K
BFC
2432
Bedel Financial Consulting
Indiana
$279K
AFA
2433
AA Financial Advisors
Ohio
$278K
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
GFA
2438
Gallagher Fiduciary Advisors
Illinois
$276K
LEA
2439
Legacy Edge Advisors
New York
$275K
FFG
2440
Fortress Financial Group
Minnesota
$275K
AMG
2441
Advisors Management Group
Wisconsin
$275K
MAM
2442
Marotta Asset Management
Virginia
$275K
CFD
2443
Creative Financial Designs
Indiana
$274K
RF
2444
Rossby Financial
Florida
$274K
FWTB
2445
First Western Trust Bank
Colorado
$273K
SEP
2446
Signature Equity Partners
Ohio
$273K
SWRP
2447
Summit Wealth & Retirement Planning
California
$273K
FOA
2448
Five Oceans Advisors
California
$273K
KFS
2449
Kaizen Financial Strategies
California
$273K
PFWA
2450
Paces Ferry Wealth Advisors
Georgia
$272K