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OptimizeRx

125 hedge funds and large institutions have $274M invested in OptimizeRx in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $1.23M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

63% more capital invested

Capital invested by funds: $168M → $274M (+$106M)

14% more funds holding

Funds holding: 110125 (+15)

4.56% more ownership

Funds ownership: 67.35%71.91% (+4.6%)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

Holders
125
Holders Change
+15
Holders Change %
+13.64%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
29
Reduced
37
Closed
22
Calls
$3.27M
Puts
$1.23M
Net Calls
+$2.03M
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
WB
76
WesBanco Bank
West Virginia
$205K +$159K +10,000 New
CIS
77
Connors Investor Services
Pennsylvania
$201K -$194K -12,231 -55%
Group One Trading
78
Group One Trading
Illinois
$198K -$132K -8,328 -46%
Mirae Asset Global ETFs Holdings
79
Mirae Asset Global ETFs Holdings
Hong Kong
$148K -$37K -2,332 -24%
JP Morgan Chase
80
JP Morgan Chase
New York
$135K -$26.5K -1,673 -20%
UFF
81
USA Financial Formulas
Michigan
$131K +$102K +6,409 New
Fidelity Investments
82
Fidelity Investments
Massachusetts
$120K +$13.6K +859 +17%
MCM
83
MAI Capital Management
Ohio
$117K
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$103K
PFSRSONJ
85
Police & Firemen's Retirement System of New Jersey
New Jersey
$94K +$16.7K +1,051 +30%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$80.5K -$2.35K -148 -4%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$61K +$26.5K +1,670 +129%
Osaic Holdings
88
Osaic Holdings
Arizona
$52.5K +$19.7K +1,244 +87%
GRP
89
Global Retirement Partners
California
$45.1K -$8.74K -551 -20%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$43.5K
AT
91
Avalon Trust
New Mexico
$41K
C
92
Covestor
United Kingdom
$39K -$127 -8 -0.4%
VCM
93
Versant Capital Management
Arizona
$36.8K
Legal & General Group
94
Legal & General Group
United Kingdom
$34K -$4.82K -304 -15%
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$26.1K +$16 +1 +0.1%
AIP
96
Ameritas Investment Partners
Nebraska
$25.8K
SPIA
97
Steward Partners Investment Advisory
New York
$20.5K
TRCT
98
Tower Research Capital (TRC)
New York
$20.3K -$27.6K -1,737 -64%
Citigroup
99
Citigroup
New York
$20.1K -$86.7K -5,466 -85%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$14.3K

OPRX Hedge Fund Activity: Q3 2025 in Review

125 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q3 2025, worth a combined $274M — up 63% from $168M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OPRX positions and 22 closed out — a net gain of 15 holders — while 29 added to existing stakes and 37 trimmed.

The largest buyer was CenterBook Partners, opening a new position worth an estimated $4.9M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $2.89M.

  • 125 institutional investors held OptimizeRx (OPRX) as of Q3 2025, up from 110 in Q2 2025.
  • Funds reported $274M of OptimizeRx stock for Q3 2025, up 63% quarter-over-quarter.
  • 37 funds opened new OptimizeRx positions in Q3 2025 and 22 closed out, a net change of +15 holders.
  • The largest OptimizeRx buyer in Q3 2025 was CenterBook Partners, an estimated $4.9M added.
  • The largest OptimizeRx seller in Q3 2025 was Schonfeld Strategic Advisors, an estimated $2.89M sold.

Based on aggregated 13F filings for Q3 2025.