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OptimizeRx

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: 12 (+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: 110125 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$664K -$58.2K -3,668 -10%
Franklin Resources
52
Franklin Resources
California
$587K +$454K +28,630 New
LPL Financial
53
LPL Financial
California
$582K +$31.5K +1,985 +8%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$565K +$437K +27,561 New
VEA
55
Virtus ETF Advisers
New York
$516K +$154K +9,687 +62%
SO
56
STRS Ohio
Ohio
$502K +$389K +24,500 New
American Century Companies
57
American Century Companies
Missouri
$495K +$1.51K +95 +0.4%
Barclays
58
Barclays
United Kingdom
$474K -$119K -7,493 -24%
SPC
59
Sigma Planning Corp
Michigan
$457K +$354K +22,298 New
HCA
60
Harbor Capital Advisors
Illinois
$454K +$352K +22,168 New
SOW
61
State of Wyoming
Wyoming
$448K +$346K +21,833 New
Wells Fargo
62
Wells Fargo
California
$437K -$50.8K -3,203 -13%
Principal Financial Group
63
Principal Financial Group
Iowa
$386K +$299K +18,826 New
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$381K +$295K +18,583 New
IQI
65
Integrated Quantitative Investments
Washington
$379K +$293K +18,483 New
HIM
66
Hillsdale Investment Management
Ontario, Canada
$375K +$290K +18,300 New
BFA
67
Brendel Financial Advisors
New Hampshire
$350K +$271K +17,054 New
Creative Planning
68
Creative Planning
Kansas
$331K +$256K +16,159 New
QCM
69
Quantinno Capital Management
New York
$294K +$29.4K +1,852 +15%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$262K +$203K +12,765 New
PAM
71
Panagora Asset Management
Massachusetts
$261K
AQR Capital Management
72
AQR Capital Management
Connecticut
$251K +$194K +12,258 New
Deutsche Bank
73
Deutsche Bank
Germany
$239K +$30.9K +1,950 +20%
MIM
74
MetLife Investment Management
New Jersey
$233K
WVP
75
Worth Venture Partners
New Jersey
$220K +$171K +10,750 New

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.