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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
GI
76
GAMMA Investing
California
$3.85K +$2.71K +444 New
CLOS
77
Compagnie Lombard Odier SCmA
Switzerland
$3.55K
SS
78
SBI Securities
Japan
$3.23K -$29K -4,750 -93%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$3K +$2.12K +346 New
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$2.62K -$128 -21 -6%
RA
81
Rise Advisors
New York
$2.48K +$1.75K +286 New
AF
82
Advisornet Financial
Minnesota
$866
HWM
83
HighMark Wealth Management
Minnesota
$866
CCM
84
Coldstream Capital Management
Washington
$780 +$550 +90 New
EWA
85
EverSource Wealth Advisors
Alabama
$199 +$141 +23 New
SCM
86
Sterling Capital Management
North Carolina
$156
TWD
87
True Wealth Design
Ohio
$87 +$61 +10 New
GIPM
88
G2 Investment Partners Management
New York
-$647K -133,167 Closed
AE
89
AMH Equity
New York
-$608K -125,000 Closed
GCA
90
Greenwood Capital Associates
South Carolina
-$431K -88,596 Closed
Jane Street
91
Jane Street
New York
-$443K -72,454 Closed
XT
92
XTX Topco
Cayman Islands
-$178K -36,674 Closed
DIM
93
Delta Investment Management
California
-$146K -30,000 Closed
BFM
94
Boothbay Fund Management
New York
-$140K -28,875 Closed
CC
95
Corton Capital
Ontario, Canada
-$110K -22,610 Closed
GCP
96
GSA Capital Partners
United Kingdom
-$100K -20,661 Closed
GCM
97
Graham Capital Management
Connecticut
-$80.8K -16,632 Closed
WVP
98
Worth Venture Partners
New Jersey
-$74.5K -15,327 Closed
SPA
99
Sherbrooke Park Advisers
New York
-$66.3K -13,643 Closed
SG Americas Securities
100
SG Americas Securities
New York
-$51K -10,555 Closed

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.