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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 %
GI
76
GAMMA Investing
California
$3.85K +$3.85K +444 New
CLOS
77
Compagnie Lombard Odier SCmA
Switzerland
$3.55K – – –
SS
78
SBI Securities
Japan
$3.23K -$41.1K -4,750 -93%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$3K +$3K +346 New
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$2.62K -$182 -21 -6%
RA
81
Rise Advisors
New York
$2.48K +$2.48K +286 New
AF
82
Advisornet Financial
Minnesota
$866 – – –
HWM
83
HighMark Wealth Management
Minnesota
$866 – – –
CCM
84
Coldstream Capital Management
Washington
$780 +$780 +90 New
EWA
85
EverSource Wealth Advisors
Alabama
$199 +$199 +23 New
SCM
86
Sterling Capital Management
North Carolina
$156 – – –
TWD
87
True Wealth Design
Ohio
$87 +$87 +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
– -$352K -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
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