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OptimizeRx

128 hedge funds and large institutions have $164M invested in OptimizeRx in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.41% less ownership

Funds ownership: 71.91%71.5% (-0.41%)

40% less capital invested

Capital invested by funds: $274M → $164M (-$110M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.47M
Puts
$11K
Net Calls
Net Calls Change

Top Buyers

1 +$4.82M
2 +$2.13M
3 +$1.57M
4
Credit Agricole
Credit Agricole
France
+$1.46M
5
Jane Street
Jane Street
New York
+$1.43M

Top Sellers

1 -$4.63M
2 -$4.08M
3 -$3.44M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.4M
5
TCM
Tang Capital Management
California
-$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$12.3K
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$11.9K
Jones Financial Companies
103
Jones Financial Companies
Missouri
$9.32K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$8K
UBS AM
105
UBS AM
Illinois
$7.83K
MA
106
MCF Advisors
Kentucky
$7.74K
GI
107
GAMMA Investing
California
$6.93K
AB
108
Amalgamated Bank
New York
$6K
CLOS
109
Compagnie Lombard Odier SCmA
Switzerland
$5.03K
Citigroup
110
Citigroup
New York
$4.39K
SS
111
SBI Securities
Japan
$3.1K
LSA
112
Leonteq Securities AG
Switzerland
$1.7K
Optiver Holding
113
Optiver Holding
Netherlands
$1.62K
Federated Hermes
114
Federated Hermes
Pennsylvania
$1.37K
SCM
115
Sterling Capital Management
North Carolina
$1.26K
AF
116
Advisornet Financial
Minnesota
$1.23K
HWM
117
HighMark Wealth Management
Minnesota
$1.23K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$1.23K
TM
119
Torren Management
California
$1.19K
AAP
120
Arax Advisory Partners
Colorado
$1.1K
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$760
EWA
122
EverSource Wealth Advisors
Alabama
$355
TWD
123
True Wealth Design
Ohio
$172
SS
124
Sunbelt Securities
Texas
$135
FFA
125
Farther Finance Advisors
California
$123