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OptimizeRx

110 hedge funds and large institutions have $168M invested in OptimizeRx in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

147% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $1.25M

65% more capital invested

Capital invested by funds: $102M → $168M (+$66.6M)

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

26% more funds holding

Funds holding: 87110 (+23)

3.89% more ownership

Funds ownership: 63.47%67.35% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
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
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$67.6K +$8.21K +751 +18%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$55K +$24.2K +2,215 +119%
PFSRSONJ
78
Police & Firemen's Retirement System of New Jersey
New Jersey
$47.7K
QT
79
Quantbot Technologies
New York
$44.4K +$36K +3,292 New
GRP
80
Global Retirement Partners
California
$37.1K +$30.1K +2,750 New
TRCT
81
Tower Research Capital (TRC)
New York
$36.8K +$16.6K +1,515 +125%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$35.3K +$28.6K +2,619 New
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$28.6K +$19.9K +1,818 +600%
AT
84
Avalon Trust
New Mexico
$27K
Legal & General Group
85
Legal & General Group
United Kingdom
$26.5K -$2.4K -219 -10%
C
86
Covestor
United Kingdom
$26K +$21K +1,922 New
VCM
87
Versant Capital Management
Arizona
$24.2K
Osaic Holdings
88
Osaic Holdings
Arizona
$19.3K -$2.69K -246 -15%
QL
89
Quarry LP
New York
$17.8K +$14.4K +1,316 New
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$17.2K
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$17K -$25.4K -2,319 -64%
AIP
92
Ameritas Investment Partners
Nebraska
$17K
SPIA
93
Steward Partners Investment Advisory
New York
$13.5K
Jones Financial Companies
94
Jones Financial Companies
Missouri
$10.4K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$9K -$273 -25 -4%
GI
96
GAMMA Investing
California
$8.61K +$2.12K +194 +44%
AB
97
Amalgamated Bank
New York
$8K
CLOS
98
Compagnie Lombard Odier SCmA
Switzerland
$5.54K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$4.2K -$383 -35 -10%
SS
100
SBI Securities
Japan
$4.09K -$766 -70 -19%

OPRX Hedge Fund Activity: Q2 2025 in Review

110 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q2 2025, worth a combined $168M — up 65% from $102M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OPRX positions and 7 closed out — a net gain of 24 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Manatuck Hill Partners, adding an estimated $2.9M. The largest seller was Invesco, exiting entirely with an estimated $2.54M sold.

  • 110 institutional investors held OptimizeRx (OPRX) as of Q2 2025, up from 87 in Q1 2025.
  • Funds reported $168M of OptimizeRx stock for Q2 2025, up 65% quarter-over-quarter.
  • 31 funds opened new OptimizeRx positions in Q2 2025 and 7 closed out, a net change of +24 holders.
  • The largest OptimizeRx buyer in Q2 2025 was Manatuck Hill Partners, an estimated $2.9M added.
  • The largest OptimizeRx seller in Q2 2025 was Invesco, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2025.