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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
BDF
2451
Black Diamond Financial
Maryland
$266K
TGAM
2452
TBH Global Asset Management
Tennessee
$266K
FCMC
2453
Founders Capital Management (Connecticut)
Connecticut
$266K
MFG
2454
Midwest Financial Group
Kansas
$265K
RWA
2455
River Wealth Advisors
Pennsylvania
$264K
4A
2456
4Wealth Advisors
Illinois
$263K
EWA
2457
Eagle Wealth Advisors
Connecticut
$263K
KCP
2458
Kera Capital Partners
California
$263K
MSF
2459
Mustard Seed Financial
Arkansas
$262K
WSFG
2460
Wall Street Financial Group
Illinois
$262K
KPWG
2461
KFA Private Wealth Group
Virginia
$262K
BCG
2462
BayBridge Capital Group
California
$262K
TTIC
2463
Tower Trust & Investment Company
Iowa
$262K
RFN
2464
RDA Financial Network
Iowa
$261K
CCS
2465
Concentric Capital Strategies
Connecticut
$261K
SFC
2466
Swisher Financial Concepts
Ohio
$260K
KSWWM
2467
Keyes Stange & Wooten Wealth Management
Florida
$259K
ASG
2468
Ariston Services Group
California
$258K
RCG
2469
Regatta Capital Group
California
$258K
KC
2470
Karras Company
Utah
$257K
PCM
2471
Permanent Capital Management
Illinois
$257K
CAM
2472
Congress Asset Management
Massachusetts
$257K
FFWA
2473
Forthright Family Wealth Advisory
Texas
$256K
HA
2474
Heartland Advisors
Wisconsin
$256K
VST
2475
Van Strum & Towne
California
$256K