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Oscar Health

292 hedge funds and large institutions have $2.45B invested in Oscar Health in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 100 increasing their positions, 79 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 35

32% more call options, than puts

Call options by funds: $69.2M | Put options by funds: $52.3M

27% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 79

11% more funds holding

Funds holding: 263292 (+29)

5.29% less ownership

Funds ownership: 92.08%86.79% (-5.3%)

7% less capital invested

Capital invested by funds: $2.62B → $2.45B (-$175M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
292
Holders Change
+29
Holders Change %
+11.03%
% of All Funds
3.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
65
Increased
100
Reduced
79
Closed
35
Calls
$69.2M
Puts
$52.3M
Net Calls
+$16.9M
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
201
Baird Financial Group
Wisconsin
$159K +$180K +12,138 New
KPWS
202
Kestra Private Wealth Services
Texas
$157K +$178K +11,989 New
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$157K +$9.8K +660 +6%
GAM
204
Gotham Asset Management
New York
$153K +$24.6K +1,659 +17%
FCM
205
Farallon Capital Management
California
$144K
WANY
206
Wealthspire Advisors (New York)
New York
$137K +$155K +10,417 New
SAM
207
Storebrand Asset Management
Norway
$135K -$2.39K -161 -2%
AC
208
AXQ Capital
New Jersey
$135K +$153K +10,322 New
Cerity Partners
209
Cerity Partners
New York
$132K +$150K +10,089 New
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$132K +$149K +10,039 New
SCM
211
SCS Capital Management
Massachusetts
$131K +$148K +10,000 New
TRCT
212
Tower Research Capital (TRC)
New York
$107K +$22.6K +1,523 +23%
ACM
213
Aster Capital Management
United Arab Emirates
$103K +$104K +7,034 New
BC
214
Bayforest Capital
United Kingdom
$95.8K -$168K -11,296 -61%
KBC Group
215
KBC Group
Belgium
$93K
AB
216
Amalgamated Bank
New York
$92K +$4.71K +317 +5%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$81.8K -$173K -11,656 -65%
CM
218
Caption Management
Oklahoma
$70.8K +$80.2K +5,401 New
AT
219
Avalon Trust
New Mexico
$60.7K
PGAM
220
Princeton Global Asset Management
New Jersey
$59K +$66.8K +4,500 New
C
221
Cliffwater
California
$58.1K +$65.8K +4,431 New
CIAM
222
Caitong International Asset Management
Hong Kong
$45.1K +$42.4K +2,854 +485%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$42K +$16K +1,078 +51%
US Bancorp
224
US Bancorp
Minnesota
$40.5K -$252K -16,963 -85%
LFG
225
Larson Financial Group
Missouri
$33K +$37.3K +2,512 +83,733%

OSCR Hedge Fund Activity: Q1 2025 in Review

292 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Oscar Health (OSCR) for Q1 2025, worth a combined $2.45B — down 6.7% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new OSCR positions and 35 closed out — a net gain of 30 holders — while 100 added to existing stakes and 79 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $51.5M. The largest seller was Viking Global Investors, exiting entirely with an estimated $41.3M sold.

  • 292 institutional investors held Oscar Health (OSCR) as of Q1 2025, up from 263 in Q4 2024.
  • Funds reported $2.45B of Oscar Health stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 65 funds opened new Oscar Health positions in Q1 2025 and 35 closed out, a net change of +30 holders.
  • The largest Oscar Health buyer in Q1 2025 was JP Morgan Chase, an estimated $51.5M added.
  • The largest Oscar Health seller in Q1 2025 was Viking Global Investors, an estimated $41.3M sold.

Based on aggregated 13F filings for Q1 2025.