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OptimizeRx

109 hedge funds and large institutions have $168M invested in OptimizeRx in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
32
Reduced
25
Closed
7
Calls
$3.09M
Puts
$1.25M
Net Calls
+$1.84M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
26
Bridgeway Capital Management
Texas
$1.34M
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.21M +$3.23K +239 +0.3%
Raymond James Financial
28
Raymond James Financial
Florida
$1.14M +$1.14M +84,555 New
NL
29
Nuveen LLC
North Carolina
$1.09M +$384K +28,410 +54%
Renaissance Technologies
30
Renaissance Technologies
New York
$1.05M +$1.05M +77,707 New
AC
31
Avenir Corporation
Virginia
$1.04M
Ameriprise
32
Ameriprise
Minnesota
$943K +$943K +69,880 New
EI
33
EAM Investors
California
$859K +$859K +63,596 New
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$774K +$774K +57,302 New
Charles Schwab
35
Charles Schwab
California
$695K -$36.7K -2,716 -5%
PAWC
36
P.A.W. Capital
Connecticut
$675K +$675K +50,000 New
Goldman Sachs
37
Goldman Sachs
New York
$661K -$27.8K -2,061 -4%
CCIA
38
Campbell & Co Investment Adviser
Maryland
$653K -$3.54K -262 -0.5%
Calamos Advisors
39
Calamos Advisors
Illinois
$623K +$172K +12,774 +38%
AllianceBernstein
40
AllianceBernstein
Tennessee
$538K +$173K +12,800 +47%
PCM
41
Perkins Capital Management
Minnesota
$528K -$60.8K -4,500 -10%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$487K +$112K +8,297 +30%
Bank of America
43
Bank of America
North Carolina
$462K -$38.4K -2,843 -8%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$418K +$418K +30,944 New
Barclays
45
Barclays
United Kingdom
$413K +$115K +8,528 +39%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$387K +$8.26K +612 +2%
LPL Financial
47
LPL Financial
California
$356K +$356K +26,390 New
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$349K +$349K +25,823 New
XT
49
XTX Topco
Cayman Islands
$344K +$344K +25,493 New
Walleye Capital
50
Walleye Capital
New York
$339K +$198K +14,677 +141%