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OptimizeRx

127 hedge funds and large institutions have $85.8M invested in OptimizeRx in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 129127 (-2)

48% less capital invested

Capital invested by funds: $164M → $85.8M (-$78.1M)

Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.32M
Puts
$340K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Aaron Wealth Advisors
Illinois
$66.5K
ML
77
McAdam LLC
Pennsylvania
$65.6K
SOADOR
78
State of Alaska Department of Revenue
Alaska
$63K
Acadian Asset Management
79
Acadian Asset Management
Massachusetts
$52K
JP Morgan Chase
80
JP Morgan Chase
New York
$47.6K
Mirae Asset Global ETFs Holdings
81
Mirae Asset Global ETFs Holdings
Hong Kong
$47.3K
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$41.2K
MCM
83
MAI Capital Management
Ohio
$40.1K
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$31.6K
Barclays
85
Barclays
United Kingdom
$28.8K
PFSRSONJ
86
Police & Firemen's Retirement System of New Jersey
New Jersey
$28.8K
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$26.6K
VCM
88
Versant Capital Management
Arizona
$12.8K
AT
89
Avalon Trust
New Mexico
$12.6K
C
90
Covestor
United Kingdom
$12K
TRCT
91
Tower Research Capital (TRC)
New York
$11.5K
BA
92
Bard Associates
Illinois
$9.29K
Legal & General Group
93
Legal & General Group
United Kingdom
$8.48K
Osaic Holdings
94
Osaic Holdings
Arizona
$8.19K
Group One Trading
95
Group One Trading
Illinois
$8.06K
AIP
96
Ameritas Investment Partners
Nebraska
$7.9K
GI
97
GAMMA Investing
California
$6.42K
SPIA
98
Steward Partners Investment Advisory
New York
$6.28K
UBS AM
99
UBS AM
Illinois
$5.9K
California State Teachers Retirement System (CalSTRS)
100
California State Teachers Retirement System (CalSTRS)
California
$5.37K