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OptimizeRx
OPRX

Overview Fund Activity

87 hedge funds and large institutions have $102M invested in OptimizeRx in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
19
Increased
24
Reduced
27
Closed
17
Calls
$1.02M
Puts
$2.62M
Net Calls
-$1.6M
Net Calls Change
-$1.11M

Top Buyers

1
PHP
Parkman Healthcare Partners
Connecticut
$4.11M
2
Invesco
Invesco
Georgia
$2.54M
3
WCA
Whetstone Capital Advisors
Kansas
$13.1M
4
SSA
Schonfeld Strategic Advisors
New York
$1.06M
5
Marshall Wace
Marshall Wace
United Kingdom
$2.17M

Top Sellers

1
Walleye Capital
Walleye Capital
New York
$90.3K
2
TCM
Tang Capital Management
California
$866K
3
KCM
Kennedy Capital Management
Missouri
$4.14M
4
RA
Royce & Associates
New York
$8.61M
5
GIPM
G2 Investment Partners Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
51
MetLife Investment Management
New Jersey
$98.5K +$98.5K +11,379 New
Squarepoint
52
Squarepoint
New York
$93.1K -$268K -30,966 -74%
Mirae Asset Global ETFs Holdings
53
Mirae Asset Global ETFs Holdings
Hong Kong
$92.3K +$4.05K +468 +5%
Walleye Capital
54
Walleye Capital
New York
$90.3K -$1.11M -128,144 -92%
Deutsche Bank
55
Deutsche Bank
Germany
$84.1K – – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$78.6K -$441K -50,880 -85%
CF
57
Corebridge Financial
Texas
$75.5K -$130 -15 -0.2%
Simplex Trading
58
Simplex Trading
Illinois
$54K -$97.6K -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
$44K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$36.9K +$15.5K +1,792 +73%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$31K -$171K -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 -$177K -20,449 -92%
VCM
67
Versant Capital Management
Arizona
$15.5K +$13.5K +1,559 +666%
Osaic Holdings
68
Osaic Holdings
Arizona
$14.5K +$12.8K +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 -$5.96K -688 -36%
SPIA
72
Steward Partners Investment Advisory
New York
$8.66K +$8.66K +1,000 New
Jones Financial Companies
73
Jones Financial Companies
Missouri
$6.57K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$6K +$35 +4 +0.6%
AB
75
Amalgamated Bank
New York
$5K – – –
1 2
3
4 5