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OptimizeRx

87 hedge funds and large institutions have $102M invested in OptimizeRx in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $55.3M → $102M (+$46.4M)

1.74% more ownership

Funds ownership: 61.72%63.47% (+1.7%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding

Funds holding: 8787 (0)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

61% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $2.62M

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
24
Reduced
27
Closed
17
Calls
$1.02M
Puts
$2.62M
Net Calls
-$1.6M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1
Whetstone Capital Advisors
Kansas
$13.1M +$965K +157,880 +12%
BlackRock
2
BlackRock
New York
$11.4M -$87.8K -14,360 -1%
RA
3
Royce & Associates
New York
$8.61M -$460K -75,260 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.98M -$83.8K -13,709 -1%
William Blair & Company
5
William Blair & Company
Illinois
$5.46M +$181K +29,648 +5%
RHJA
6
Rice Hall James & Associates
California
$4.99M -$9.57K -1,566 -0.3%
KCM
7
Kennedy Capital Management
Missouri
$4.14M -$707K -115,596 -19%
PHP
8
Parkman Healthcare Partners
Connecticut
$4.11M +$2.9M +475,000 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$3.74M -$74K -12,106 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.53M +$43.1K +7,054 +2%
State Street
11
State Street
Massachusetts
$3.11M +$16.2K +2,656 +0.7%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$3.03M +$331K +54,202 +18%
Invesco
13
Invesco
Georgia
$2.54M +$1.79M +293,554 New
AIC
14
AWM Investment Company
New York
$2.21M +$244K +40,000 +19%
Marshall Wace
15
Marshall Wace
United Kingdom
$2.17M +$713K +116,690 +87%
Morgan Stanley
16
Morgan Stanley
New York
$1.87M +$82.9K +13,558 +7%
BAM
17
Bullseye Asset Management
Colorado
$1.79M +$30.6K +5,000 +2%
MHP
18
Manatuck Hill Partners
Connecticut
$1.65M +$550K +90,000 +90%
Northern Trust
19
Northern Trust
Illinois
$1.55M -$60.2K -9,854 -5%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.08M +$244K +39,969 +47%
SSA
21
Schonfeld Strategic Advisors
New York
$1.06M +$746K +122,024 New
TCM
22
Tang Capital Management
California
$866K -$741K -121,200 -55%
BCM
23
Bridgeway Capital Management
Texas
$858K -$337K -55,071 -36%
Millennium Management
24
Millennium Management
New York
$785K +$554K +90,606 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$775K +$11.2K +1,826 +2%

OPRX Hedge Fund Activity: Q1 2025 in Review

87 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q1 2025, worth a combined $102M — up 84% from $55.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OPRX positions and 17 closed out — a net gain of 1 holder — while 24 added to existing stakes and 27 trimmed.

The largest buyer was Parkman Healthcare Partners, opening a new position worth an estimated $2.9M. The largest seller was Walleye Capital, cutting an estimated $783K.

  • 87 institutional investors held OptimizeRx (OPRX) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $102M of OptimizeRx stock for Q1 2025, up 84% quarter-over-quarter.
  • 18 funds opened new OptimizeRx positions in Q1 2025 and 17 closed out, a net change of +1 holder.
  • The largest OptimizeRx buyer in Q1 2025 was Parkman Healthcare Partners, an estimated $2.9M added.
  • The largest OptimizeRx seller in Q1 2025 was Walleye Capital, an estimated $783K sold.

Based on aggregated 13F filings for Q1 2025.