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OptimizeRx
OPRX

110 hedge funds and large institutions have $168M invested in OptimizeRx in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

147% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $1.25M

65% more capital invested

Capital invested by funds: $102M → $168M (+$66.6M)

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

26% more funds holding

Funds holding: 87 → 110 (+23)

3.89% more ownership

Funds ownership: 63.47% → 67.35% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
32
Reduced
25
Closed
7
Calls
$3.09M
Puts
$1.25M
Net Calls
+$1.84M
Net Calls Change
+$3.44M

Top Buyers

Rank Fund Capital Flow
1
MHP
Manatuck Hill Partners
Connecticut
+$2.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$1.71M
3
SSA
Schonfeld Strategic Advisors
New York
+$1.33M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.21M
5
UBS Group
UBS Group
Switzerland
+$990K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.54M
2
RA
Royce & Associates
New York
-$2.23M
3
Marshall Wace
Marshall Wace
United Kingdom
-$1.52M
4
BlackRock
BlackRock
New York
-$1.09M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
101
Rise Advisors
New York
$3.86K – – –
CCMI
102
Creative Capital Management Investments
California
$2.69K +$2.18K +199 New
Federated Hermes
103
Federated Hermes
Pennsylvania
$1.92K +$1.55K +142 New
AF
104
Advisornet Financial
Minnesota
$1.35K – – –
HWM
105
HighMark Wealth Management
Minnesota
$1.35K – – –
IA
106
IFP Advisors
Florida
$1.28K – – –
BIG
107
Brooklyn Investment Group
New York
$959 +$777 +71 New
SCM
108
Sterling Capital Management
North Carolina
$554 +$252 +23 +128%
EWA
109
EverSource Wealth Advisors
Alabama
$392 +$66 +6 +26%
TWD
110
True Wealth Design
Ohio
$189 +$44 +4 +40%
TPWA
111
Twin Peaks Wealth Advisors
California
$49 +$33 +3 New
Invesco
112
Invesco
Georgia
– -$2.54M -293,554 Closed
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
– -$1.08M -124,751 Closed
DC
114
Diametric Capital
Massachusetts
– -$115K -13,298 Closed
VF
115
Virtu Financial
New York
– -$112K -12,956 Closed
Squarepoint
116
Squarepoint
New York
– -$93.1K -10,746 Closed
CF
117
Corebridge Financial
Texas
– -$75.5K -8,719 Closed
CCM
118
Coldstream Capital Management
Washington
– -$780 -90 Closed
1 2 3 4
5

OPRX Hedge Fund Activity: Q2 2025 in Review

110 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q2 2025, worth a combined $168M — up 65% from $102M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OPRX positions and 7 closed out — a net gain of 24 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Manatuck Hill Partners, adding an estimated $2.9M. The largest seller was Invesco, exiting entirely with an estimated $2.54M sold.

  • 110 institutional investors held OptimizeRx (OPRX) as of Q2 2025, up from 87 in Q1 2025.
  • Funds reported $168M of OptimizeRx stock for Q2 2025, up 65% quarter-over-quarter.
  • 31 funds opened new OptimizeRx positions in Q2 2025 and 7 closed out, a net change of +24 holders.
  • The largest OptimizeRx buyer in Q2 2025 was Manatuck Hill Partners, an estimated $2.9M added.
  • The largest OptimizeRx seller in Q2 2025 was Invesco, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2025.