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OptimizeRx

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: 87110 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1
Whetstone Capital Advisors
Kansas
$20.4M
BlackRock
2
BlackRock
New York
$16.5M -$1.09M -99,305 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.4M -$10.5K -963 -0.1%
RA
4
Royce & Associates
New York
$10.7M -$2.23M -203,660 -20%
William Blair & Company
5
William Blair & Company
Illinois
$8.49M -$23K -2,105 -0.3%
RHJA
6
Rice Hall James & Associates
California
$8.2M +$343K +31,388 +5%
PHP
7
Parkman Healthcare Partners
Connecticut
$6.85M +$355K +32,423 +7%
KCM
8
Kennedy Capital Management
Missouri
$6.38M -$64.9K -5,932 -1%
MHP
9
Manatuck Hill Partners
Connecticut
$6.14M +$2.9M +265,000 +139%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$5.57M +$689K +62,977 +18%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.39M -$88.9K -8,127 -2%
State Street
12
State Street
Massachusetts
$5.25M +$323K +29,513 +8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$5.19M -$518K -47,314 -11%
Morgan Stanley
14
Morgan Stanley
New York
$3.57M +$531K +48,559 +22%
AIC
15
AWM Investment Company
New York
$3.45M
SSA
16
Schonfeld Strategic Advisors
New York
$3.29M +$1.33M +121,619 +100%
Northern Trust
17
Northern Trust
Illinois
$3.14M +$580K +53,039 +30%
BAM
18
Bullseye Asset Management
Colorado
$2.79M
Citadel Advisors
19
Citadel Advisors
Florida
$2.46M +$1.21M +110,471 +154%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$2.11M +$1.71M +156,338 New
Marshall Wace
21
Marshall Wace
United Kingdom
$1.51M -$1.52M -139,165 -55%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$1.49M +$709K +64,790 +141%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.39M +$588K +53,709 +110%
UBS Group
24
UBS Group
Switzerland
$1.39M +$990K +90,516 +746%
TCM
25
Tang Capital Management
California
$1.35M

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.