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Oscar Health

339 hedge funds and large institutions have $2.84B invested in Oscar Health in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 85 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

19% less call options, than puts

Call options by funds: $396M | Put options by funds: $491M

21% less capital invested

Capital invested by funds: $3.61B → $2.84B (-$768M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$396M
Puts
$491M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
301
Bogart Wealth LLC
Virginia
$6.3K
FIA
302
FNY Investment Advisers
New York
$6K
PTC
303
Private Trust Company
Ohio
$5.89K
RIL
304
Rothschild Investment LLC
Illinois
$4.17K
RFP
305
Root Financial Partners
California
$4.09K
GWM
306
Geneos Wealth Management
Colorado
$3.79K
CA
307
CoreCap Advisors
Michigan
$3.6K
Bessemer Group
308
Bessemer Group
New Jersey
$3K
SAM
309
Smartleaf Asset Management
Massachusetts
$2.2K
PFBT
310
Parkside Financial Bank & Trust
Missouri
$2.1K
HWM
311
Hemington Wealth Management
Virginia
$2K
KG
312
Kilter Group
New York
$1.91K
DB
313
Danske Bank
Denmark
$1.89K
TCOV
314
Trust Company of Vermont
Vermont
$1.89K
QCG
315
Quadrant Capital Group
Ohio
$1.89K
T
316
Tidemark
California
$1.55K
KHC
317
Koesten Hirschmann & Crabtree
Kansas
$1.33K
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$1.04K
PS
319
Principal Securities
Iowa
$965
AssetMark Inc
320
AssetMark Inc
California
$852
BIA
321
Bell Investment Advisors
California
$720
JWA
322
JFS Wealth Advisors
Pennsylvania
$682
CMBA
323
C.M. Bidwell & Associates
Hawaii
$663
TPCW
324
TD Private Client Wealth
New York
$606
DF
325
DecisionPoint Financial
Arizona
$511