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Option Care Health

384 hedge funds and large institutions have $5.67B invested in Option Care Health in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 128 increasing their positions, 140 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 40

78% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $14.3M

49% more capital invested

Capital invested by funds: $3.8B → $5.67B (+$1.87B)

12% more funds holding

Funds holding: 344384 (+40)

2.56% more ownership

Funds ownership: 96.21%98.77% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 140

Holders
384
Holders Change
+40
Holders Change %
+11.63%
% of All Funds
5.15%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.05%
New
84
Increased
128
Reduced
140
Closed
40
Calls
$25.5M
Puts
$14.3M
Net Calls
+$11.2M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Continuum Advisory
Idaho
$3.67K +$2.23K +71 +209%
HNW
352
High Note Wealth
Minnesota
$3.6K +$3.23K +103 New
JWA
353
JFS Wealth Advisors
Pennsylvania
$3.18K +$1.82K +58 +176%
CT
354
Clearstead Trust
Maine
$2.62K +$2.35K +75 New
GBT
355
Grove Bank & Trust
Florida
$2.59K +$2.23K +71 +2,367%
AGWCA
356
Annis Gardner Whiting Capital Advisors
Florida
$2.41K
PTC
357
Private Trust Company
Ohio
$2.1K +$1.26K +40 +200%
MCM
358
MAI Capital Management
Ohio
$1.96K +$1K +32 +133%
S
359
Sachetta
Massachusetts
$1.85K
SC
360
Stephens Consulting
Michigan
$1.75K +$1.57K +50 New
PS
361
Principal Securities
Iowa
$1.69K
HFS
362
Hughes Financial Services
Virginia
$1.54K +$1.38K +44 New
SC
363
SouthState Corp
Florida
$1.33K +$1.19K +38 New
BIA
364
Bell Investment Advisors
California
$1.29K +$471 +15 +68%
GEA
365
Glen Eagle Advisors
New Jersey
$1.12K
SO
366
Sierra Ocean
California
$1.12K
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$1.08K +$471 +15 +94%
HFS
368
Hantz Financial Services
Michigan
$1K +$1.16K +37 New
MCM
369
MV Capital Management
Maryland
$979 +$345 +11 +65%
GFPC
370
Global Financial Private Client
Florida
$979 +$691 +22 +367%
GC
371
Globeflex Capital
California
$909
SIC
372
SJS Investment Consulting
Ohio
$839 +$753 +24 New
LWMI
373
Legacy Wealth Management (Idaho)
Idaho
$804
PWMG
374
Private Wealth Management Group
New Jersey
$630
PWA
375
Physician Wealth Advisors
Utah
$595 +$534 +17 New