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OptimizeRx
OPRX

125 hedge funds and large institutions have $274M invested in OptimizeRx in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $1.23M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

63% more capital invested

Capital invested by funds: $168M → $274M (+$106M)

14% more funds holding

Funds holding: 110 → 125 (+15)

4.56% more ownership

Funds ownership: 67.35% → 71.91% (+4.6%)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

Holders
125
Holders Change
+15
Holders Change %
+13.64%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
29
Reduced
37
Closed
22
Calls
$3.27M
Puts
$1.23M
Net Calls
+$2.03M
Net Calls Change
+$193K

Top Buyers

Rank Fund Capital Flow
1
CP
CenterBook Partners
Connecticut
+$4.9M
2
NCGI
Next Century Growth Investors
Minnesota
+$3.34M
3
KCM
Kennedy Capital Management
Missouri
+$3.21M
4
Invesco
Invesco
Georgia
+$3.16M
5
GIPM
G2 Investment Partners Management
New York
+$2.85M

Top Sellers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
-$2.89M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.11M
3
RA
Royce & Associates
New York
-$1.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.46M
5
Morgan Stanley
Morgan Stanley
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.23M -$1.17M -73,555 -40%
Renaissance Technologies
27
Renaissance Technologies
New York
$2.21M +$479K +30,193 +39%
TCM
28
Tang Capital Management
California
$2.05M – – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.8M -$28.9K -1,820 -2%
Prudential Financial
30
Prudential Financial
New Jersey
$1.77M +$1.37M +86,485 New
Raymond James Financial
31
Raymond James Financial
Florida
$1.74M +$3.44K +217 +0.3%
Bank of America
32
Bank of America
North Carolina
$1.74M +$801K +50,518 +148%
AC
33
Avenir Corporation
Virginia
$1.58M – – –
EI
34
EAM Investors
California
$1.58M +$214K +13,491 +21%
Calamos Advisors
35
Calamos Advisors
Illinois
$1.58M +$489K +30,829 +67%
Charles Schwab
36
Charles Schwab
California
$1.54M +$375K +23,615 +46%
GIM
37
Granahan Investment Management
Massachusetts
$1.46M +$1.13M +71,046 New
Ameriprise
38
Ameriprise
Minnesota
$1.42M -$7.52K -474 -0.7%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$1.35M +$132K +8,317 +15%
Two Sigma Investments
40
Two Sigma Investments
New York
$1.31M -$619K -39,041 -38%
SSA
41
Schonfeld Strategic Advisors
New York
$1.26M -$2.89M -181,995 -75%
BCM
42
Bridgeway Capital Management
Texas
$1.21M -$635K -40,000 -40%
PAWC
43
P.A.W. Capital
Connecticut
$1.02M – – –
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$994K +$360K +22,667 +88%
BFM
45
Boothbay Fund Management
New York
$984K +$761K +47,986 New
N
46
Nuveen
North Carolina
$905K -$585K -36,850 -46%
AllianceBernstein
47
AllianceBernstein
Tennessee
$817K – – –
PCM
48
Perkins Capital Management
Minnesota
$771K -$23.8K -1,500 -4%
Marshall Wace
49
Marshall Wace
United Kingdom
$726K -$1.21M -76,564 -68%
UBS Group
50
UBS Group
Switzerland
$699K -$1.09M -68,565 -67%
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OPRX Hedge Fund Activity: Q3 2025 in Review

125 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q3 2025, worth a combined $274M — up 63% from $168M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OPRX positions and 22 closed out — a net gain of 15 holders — while 29 added to existing stakes and 37 trimmed.

The largest buyer was CenterBook Partners, opening a new position worth an estimated $4.9M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $2.89M.

  • 125 institutional investors held OptimizeRx (OPRX) as of Q3 2025, up from 110 in Q2 2025.
  • Funds reported $274M of OptimizeRx stock for Q3 2025, up 63% quarter-over-quarter.
  • 37 funds opened new OptimizeRx positions in Q3 2025 and 22 closed out, a net change of +15 holders.
  • The largest OptimizeRx buyer in Q3 2025 was CenterBook Partners, an estimated $4.9M added.
  • The largest OptimizeRx seller in Q3 2025 was Schonfeld Strategic Advisors, an estimated $2.89M sold.

Based on aggregated 13F filings for Q3 2025.