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OptimizeRx

109 hedge funds and large institutions have $168M invested in OptimizeRx in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
32
Reduced
25
Closed
7
Calls
$3.09M
Puts
$1.25M
Net Calls
+$1.84M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$55K +$29.9K +2,215 +119%
PFSRSONJ
77
Police & Firemen's Retirement System of New Jersey
New Jersey
$47.7K
QT
78
Quantbot Technologies
New York
$44.4K +$44.4K +3,292 New
GRP
79
Global Retirement Partners
California
$37.1K +$37.1K +2,750 New
TRCT
80
Tower Research Capital (TRC)
New York
$36.8K +$20.5K +1,515 +125%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$35.3K +$35.3K +2,619 New
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$28.6K +$24.5K +1,818 +600%
AT
83
Avalon Trust
New Mexico
$27K
Legal & General Group
84
Legal & General Group
United Kingdom
$26.5K -$2.96K -219 -10%
C
85
Covestor
United Kingdom
$26K +$26K +1,922 New
VCM
86
Versant Capital Management
Arizona
$24.2K
QL
87
Quarry LP
New York
$17.8K +$17.8K +1,316 New
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$17.2K
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$17K -$30.5K -2,319 -64%
AIP
90
Ameritas Investment Partners
Nebraska
$17K
SPIA
91
Steward Partners Investment Advisory
New York
$13.5K
Jones Financial Companies
92
Jones Financial Companies
Missouri
$10.4K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$9K -$341 -25 -4%
GI
94
GAMMA Investing
California
$8.61K +$2.62K +194 +44%
AB
95
Amalgamated Bank
New York
$8K
CLOS
96
Compagnie Lombard Odier SCmA
Switzerland
$5.54K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$4.2K -$473 -35 -10%
SS
98
SBI Securities
Japan
$4.09K -$945 -70 -19%
RA
99
Rise Advisors
New York
$3.86K
CCMI
100
Creative Capital Management Investments
California
$2.69K +$2.69K +199 New