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OptimizeRx

128 hedge funds and large institutions have $85.8M invested in OptimizeRx in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 29 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

75% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 28

1.02% more ownership

Funds ownership: 71.59%72.61% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 129128 (-1)

48% less capital invested

Capital invested by funds: $164M → $85.8M (-$78.1M)

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
49
Reduced
28
Closed
29
Calls
$1.32M
Puts
$340K
Net Calls
+$980K
Net Calls Change
-$477K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$5.2K +$4.37K +470 +131%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$5.02K
AF
103
Advisornet Financial
Minnesota
$3.77K +$4.64K +500 +500%
CLOS
104
Compagnie Lombard Odier SCmA
Switzerland
$2.58K
SS
105
SBI Securities
Japan
$2.56K +$1.44K +155 +61%
ASN
106
Advisory Services Network
Georgia
$2.05K +$3.03K +326 New
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$2K -$14.8K -1,589 -86%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$1.9K -$16.9K -1,818 -86%
AF
109
Allworth Financial
California
$1.43K +$2.11K +227 New
EWA
110
EverSource Wealth Advisors
Alabama
$1.28K +$1.62K +174 +600%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$1.05K +$984 +106 +171%
Optiver Holding
112
Optiver Holding
Netherlands
$980 +$223 +24 +18%
LSA
113
Leonteq Securities AG
Switzerland
$873
IA
114
IFP Advisors
Florida
$873 +$1.27K +137 +6,850%
FFA
115
Farther Finance Advisors
California
$787 +$1.02K +110 +1,100%
Federated Hermes
116
Federated Hermes
Pennsylvania
$703
SCM
117
Sterling Capital Management
North Carolina
$647
HWM
118
HighMark Wealth Management
Minnesota
$628
BWA
119
Basecamp Wealth Advisors
Washington
$615 +$910 +98 New
NSIM
120
North Star Investment Management
Illinois
$446 +$659 +71 New
EP
121
Essential Partners
California
$427 +$632 +68 New
RIL
122
Rothschild Investment LLC
Illinois
$408 +$557 +60 +1,200%
TWD
123
True Wealth Design
Ohio
$377 +$427 +46 +329%
SIC
124
SJS Investment Consulting
Ohio
$277 +$409 +44 New
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$245 +$362 +39 New