OPRX icon

OptimizeRx

123 hedge funds and large institutions have $274M invested in OptimizeRx in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

13% more funds holding

Funds holding: 109123 (+14)

4.64% more ownership

Funds ownership: 67.27%71.91% (+4.6%)

24% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 37

Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.27M
Puts
$1.23M
Net Calls
Net Calls Change

Top Buyers

1 +$6.33M
2 +$4.32M
3 +$4.15M
4
Invesco
Invesco
Georgia
+$4.08M
5
GIPM
G2 Investment Partners Management
New York
+$3.68M

Top Sellers

1 -$3.73M
2 -$2.32M
3 -$2.11M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.88M
5
Morgan Stanley
Morgan Stanley
New York
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
76
WesBanco Bank
West Virginia
$205K
CIS
77
Connors Investor Services
Pennsylvania
$201K
Group One Trading
78
Group One Trading
Illinois
$198K
Mirae Asset Global ETFs Holdings
79
Mirae Asset Global ETFs Holdings
Hong Kong
$148K
JP Morgan Chase
80
JP Morgan Chase
New York
$135K
UFF
81
USA Financial Formulas
Michigan
$131K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$120K
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
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$80.5K
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$61K
Osaic Holdings
88
Osaic Holdings
Arizona
$52.5K
GRP
89
Global Retirement Partners
California
$45.1K
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$43.5K
AT
91
Avalon Trust
New Mexico
$41K
C
92
Covestor
United Kingdom
$39K
VCM
93
Versant Capital Management
Arizona
$36.8K
Legal & General Group
94
Legal & General Group
United Kingdom
$34K
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$26.1K
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
Citigroup
99
Citigroup
New York
$20.1K
Jones Financial Companies
100
Jones Financial Companies
Missouri
$14.3K