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OptimizeRx

127 hedge funds and large institutions have $85.2M invested in OptimizeRx in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $340K

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

0.54% more ownership

Funds ownership: 71.59%72.13% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 129127 (-2)

48% less capital invested

Capital invested by funds: $164M → $85.2M (-$78.7M)

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
48
Reduced
28
Closed
30
Calls
$1.32M
Puts
$340K
Net Calls
+$980K
Net Calls Change
-$477K
Name Holding Trade Value Shares
Change
Change in
Stake
ML
76
McAdam LLC
Pennsylvania
$65.6K +$96.9K +10,439 New
SOADOR
77
State of Alaska Department of Revenue
Alaska
$63K +$46.4K +5,000 +99%
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$52K +$78.7K +8,478 New
JP Morgan Chase
79
JP Morgan Chase
New York
$47.6K -$7.5K -808 -10%
Mirae Asset Global ETFs Holdings
80
Mirae Asset Global ETFs Holdings
Hong Kong
$47.3K +$1.58K +170 +2%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$41.2K +$54.6K +5,879 +861%
MCM
82
MAI Capital Management
Ohio
$40.1K +$6.37K +686 +12%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$31.6K
Barclays
84
Barclays
United Kingdom
$28.8K -$212K -22,851 -83%
PFSRSONJ
85
Police & Firemen's Retirement System of New Jersey
New Jersey
$28.8K
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$26.6K -$130 -14 -0.3%
VCM
87
Versant Capital Management
Arizona
$12.8K +$2.3K +248 +14%
AT
88
Avalon Trust
New Mexico
$12.6K
C
89
Covestor
United Kingdom
$12K
TRCT
90
Tower Research Capital (TRC)
New York
$11.5K -$2.95K -318 -15%
BA
91
Bard Associates
Illinois
$9.29K
Legal & General Group
92
Legal & General Group
United Kingdom
$8.48K -$2.14K -230 -15%
Osaic Holdings
93
Osaic Holdings
Arizona
$8.19K +$724 +78 +6%
Group One Trading
94
Group One Trading
Illinois
$8.06K -$62.8K -6,767 -84%
AIP
95
Ameritas Investment Partners
Nebraska
$7.9K
GI
96
GAMMA Investing
California
$6.42K +$4.25K +458 +81%
SPIA
97
Steward Partners Investment Advisory
New York
$6.28K
UBS AM
98
UBS AM
Illinois
$5.9K +$2.79K +301 +47%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$5.37K -$1.09K -117 -12%
Citigroup
100
Citigroup
New York
$5.2K +$4.37K +470 +131%

OPRX Hedge Fund Activity: Q1 2026 in Review

127 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q1 2026, worth a combined $85.2M — down 48% from $164M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of OPRX and 29 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 48 added.

The largest buyer was Goldman Sachs, adding an estimated $2.15M. The largest seller was Next Century Growth Investors, exiting entirely with an estimated $6.2M sold.

  • 127 institutional investors held OptimizeRx (OPRX) as of Q1 2026, down from 129 in Q4 2025.
  • Funds reported $85.2M of OptimizeRx stock for Q1 2026, down 48% quarter-over-quarter.
  • 29 funds opened new OptimizeRx positions in Q1 2026 and 30 closed out, a net change of -1 holder.
  • The largest OptimizeRx buyer in Q1 2026 was Goldman Sachs, an estimated $2.15M added.
  • The largest OptimizeRx seller in Q1 2026 was Next Century Growth Investors, an estimated $6.2M sold.

Based on aggregated 13F filings for Q1 2026.