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OptimizeRx

125 hedge funds and large institutions have $274M invested in OptimizeRx in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $1.23M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

63% more capital invested

Capital invested by funds: $168M → $274M (+$106M)

14% more funds holding

Funds holding: 110125 (+15)

4.56% more ownership

Funds ownership: 67.35%71.91% (+4.6%)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

Holders
125
Holders Change
+15
Holders Change %
+13.64%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
29
Reduced
37
Closed
22
Calls
$3.27M
Puts
$1.23M
Net Calls
+$2.03M
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
101
Simplex Trading
Illinois
$14K -$125K -7,904 -92%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$14K +$650 +41 +6%
AB
103
Amalgamated Bank
New York
$12K
GI
104
GAMMA Investing
California
$11.4K -$1.3K -82 -13%
CLOS
105
Compagnie Lombard Odier SCmA
Switzerland
$8.4K
Federated Hermes
106
Federated Hermes
Pennsylvania
$7.22K +$3.33K +210 +148%
AAP
107
Arax Advisory Partners
Colorado
$6.66K +$5.16K +325 New
RA
108
Rise Advisors
New York
$5.86K
SS
109
SBI Securities
Japan
$5.6K -$476 -30 -10%
MA
110
MCF Advisors
Kentucky
$5.54K +$4.28K +270 New
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$5.31K -$825 -52 -17%
MLA
112
MB, Levis & Associates
Pennsylvania
$4.1K +$3.17K +200 New
LSA
113
Leonteq Securities AG
Switzerland
$2.85K +$2.21K +139 New
Optiver Holding
114
Optiver Holding
Netherlands
$2.71K +$2.09K +132 New
AF
115
Advisornet Financial
Minnesota
$2.05K
HWM
116
HighMark Wealth Management
Minnesota
$2.05K
SCM
117
Sterling Capital Management
North Carolina
$779 -$48 -3 -7%
EWA
118
EverSource Wealth Advisors
Alabama
$636 +$32 +2 +7%
US Bancorp
119
US Bancorp
Minnesota
$431 +$333 +21 New
TWD
120
True Wealth Design
Ohio
$287
SS
121
Sunbelt Securities
Texas
$226 +$175 +11 New
FFA
122
Farther Finance Advisors
California
$205 +$159 +10 New
PA
123
Parallel Advisors
California
$103 +$79 +5 New
ASN
124
Advisory Services Network
Georgia
$41 +$32 +2 New
EP
125
Essential Partners
California
$41 +$32 +2 New

OPRX Hedge Fund Activity: Q3 2025 in Review

125 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q3 2025, worth a combined $274M — up 63% from $168M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OPRX positions and 22 closed out — a net gain of 15 holders — while 29 added to existing stakes and 37 trimmed.

The largest buyer was CenterBook Partners, opening a new position worth an estimated $4.9M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $2.89M.

  • 125 institutional investors held OptimizeRx (OPRX) as of Q3 2025, up from 110 in Q2 2025.
  • Funds reported $274M of OptimizeRx stock for Q3 2025, up 63% quarter-over-quarter.
  • 37 funds opened new OptimizeRx positions in Q3 2025 and 22 closed out, a net change of +15 holders.
  • The largest OptimizeRx buyer in Q3 2025 was CenterBook Partners, an estimated $4.9M added.
  • The largest OptimizeRx seller in Q3 2025 was Schonfeld Strategic Advisors, an estimated $2.89M sold.

Based on aggregated 13F filings for Q3 2025.