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OptimizeRx

87 hedge funds and large institutions have $102M invested in OptimizeRx in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $55.3M → $102M (+$46.4M)

1.74% more ownership

Funds ownership: 61.72%63.47% (+1.7%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding

Funds holding: 8787 (0)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

61% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $2.62M

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
24
Reduced
27
Closed
17
Calls
$1.02M
Puts
$2.62M
Net Calls
-$1.6M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
26
Credit Agricole
France
$772K
AC
27
Avenir Corporation
Virginia
$669K
Citadel Advisors
28
Citadel Advisors
Florida
$622K +$188K +30,826 +75%
TI
29
Trexquant Investment
Connecticut
$470K +$332K +54,262 New
Charles Schwab
30
Charles Schwab
California
$470K +$77.5K +12,676 +31%
N
31
Nuveen
North Carolina
$455K
Goldman Sachs
32
Goldman Sachs
New York
$442K -$73.4K -12,016 -19%
Two Sigma Investments
33
Two Sigma Investments
New York
$425K +$300K +49,036 New
CCIA
34
Campbell & Co Investment Adviser
Maryland
$421K +$107K +17,448 +56%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$397K +$279K +45,640 +25,356%
PCM
36
Perkins Capital Management
Minnesota
$378K -$380K -62,217 -59%
Bank of America
37
Bank of America
North Carolina
$321K -$225K -36,849 -50%
Calamos Advisors
38
Calamos Advisors
Illinois
$289K +$204K +33,399 New
CIS
39
Connors Investor Services
Pennsylvania
$273K -$168K -27,450 -47%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$243K -$108K -17,644 -39%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$241K +$16.1K +2,636 +10%
AllianceBernstein
42
AllianceBernstein
Tennessee
$234K
Barclays
43
Barclays
United Kingdom
$191K -$51.9K -8,485 -28%
Wells Fargo
44
Wells Fargo
California
$174K +$54.5K +8,911 +80%
American Century Companies
45
American Century Companies
Missouri
$137K +$8.48K +1,387 +10%
DC
46
Diametric Capital
Massachusetts
$115K +$81.3K +13,298 New
VF
47
Virtu Financial
New York
$112K +$79.2K +12,956 New
Citigroup
48
Citigroup
New York
$112K -$7.65K -1,251 -9%
UBS Group
49
UBS Group
Switzerland
$105K -$87K -14,235 -54%
QCM
50
Quantinno Capital Management
New York
$104K +$73.5K +12,019 New

OPRX Hedge Fund Activity: Q1 2025 in Review

87 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q1 2025, worth a combined $102M — up 84% from $55.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OPRX positions and 17 closed out — a net gain of 1 holder — while 24 added to existing stakes and 27 trimmed.

The largest buyer was Parkman Healthcare Partners, opening a new position worth an estimated $2.9M. The largest seller was Walleye Capital, cutting an estimated $783K.

  • 87 institutional investors held OptimizeRx (OPRX) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $102M of OptimizeRx stock for Q1 2025, up 84% quarter-over-quarter.
  • 18 funds opened new OptimizeRx positions in Q1 2025 and 17 closed out, a net change of +1 holder.
  • The largest OptimizeRx buyer in Q1 2025 was Parkman Healthcare Partners, an estimated $2.9M added.
  • The largest OptimizeRx seller in Q1 2025 was Walleye Capital, an estimated $783K sold.

Based on aggregated 13F filings for Q1 2025.