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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
MIM
51
MetLife Investment Management
New Jersey
$98.5K +$69.6K +11,379 New
Squarepoint
52
Squarepoint
New York
$93.1K -$189K -30,966 -74%
Mirae Asset Global ETFs Holdings
53
Mirae Asset Global ETFs Holdings
Hong Kong
$92.3K +$2.86K +468 +5%
Walleye Capital
54
Walleye Capital
New York
$90.3K -$783K -128,144 -92%
Deutsche Bank
55
Deutsche Bank
Germany
$84.1K
JP Morgan Chase
56
JP Morgan Chase
New York
$78.6K -$311K -50,880 -85%
CF
57
Corebridge Financial
Texas
$75.5K -$92 -15 -0.2%
Simplex Trading
58
Simplex Trading
Illinois
$54K -$70.2K -11,482 -64%
MCM
59
MAI Capital Management
Ohio
$49.4K
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$43.6K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$36.9K +$11K +1,792 +73%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$31K -$122K -19,932 -85%
PFSRSONJ
63
Police & Firemen's Retirement System of New Jersey
New Jersey
$30.6K
Legal & General Group
64
Legal & General Group
United Kingdom
$18.9K
AT
65
Avalon Trust
New Mexico
$17.3K
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$16.1K -$125K -20,449 -92%
VCM
67
Versant Capital Management
Arizona
$15.5K +$9.53K +1,559 +666%
Osaic Holdings
68
Osaic Holdings
Arizona
$14.5K +$9.06K +1,482 +772%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$11K
AIP
70
Ameritas Investment Partners
Nebraska
$10.9K
TRCT
71
Tower Research Capital (TRC)
New York
$10.5K -$4.21K -688 -36%
SPIA
72
Steward Partners Investment Advisory
New York
$8.66K +$6.11K +1,000 New
Jones Financial Companies
73
Jones Financial Companies
Missouri
$6.57K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$6K +$24 +4 +0.6%
AB
75
Amalgamated Bank
New York
$5K

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.