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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
WCA
1
Whetstone Capital Advisors
Kansas
$30.9M
BlackRock
2
BlackRock
New York
$24.4M -$539K -33,992 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.7M +$2.19M +138,224 +15%
RA
4
Royce & Associates
New York
$13.9M -$1.8M -113,310 -14%
KCM
5
Kennedy Capital Management
Missouri
$13.8M +$3.21M +202,446 +43%
William Blair & Company
6
William Blair & Company
Illinois
$12.1M -$599K -37,787 -6%
RHJA
7
Rice Hall James & Associates
California
$11.2M -$980K -61,744 -10%
PHP
8
Parkman Healthcare Partners
Connecticut
$10.4M +$34.7K +2,188 +0.4%
MHP
9
Manatuck Hill Partners
Connecticut
$9.68M +$275K +17,307 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$8.14M +$199K +12,555 +3%
State Street
11
State Street
Massachusetts
$8.05M +$58.6K +3,691 +0.9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$7.86M -$260K -16,371 -4%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$6.58M -$1.46M -91,845 -22%
CP
14
CenterBook Partners
Connecticut
$6.33M +$4.9M +308,809 New
AIC
15
AWM Investment Company
New York
$4.72M -$397K -25,000 -10%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$4.37M +$1.63M +102,688 +93%
NCGI
17
Next Century Growth Investors
Minnesota
$4.32M +$3.34M +210,719 New
BAM
18
Bullseye Asset Management
Colorado
$4.23M
Invesco
19
Invesco
Georgia
$4.08M +$3.16M +199,091 New
Morgan Stanley
20
Morgan Stanley
New York
$3.74M -$1.31M -82,444 -31%
GIPM
21
G2 Investment Partners Management
New York
$3.68M +$2.85M +179,736 New
HIS
22
Harvest Investment Services
Illinois
$3.44M +$2.66M +167,837 New
Northern Trust
23
Northern Trust
Illinois
$3.32M -$1.11M -70,066 -30%
Squarepoint
24
Squarepoint
New York
$2.85M +$2.21M +139,077 New
Goldman Sachs
25
Goldman Sachs
New York
$2.8M +$1.39M +87,518 +179%

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.