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OptimizeRx

129 hedge funds and large institutions have $164M invested in OptimizeRx in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,245% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $11K

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

3% more funds holding

Funds holding: 125129 (+4)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

0.33% less ownership

Funds ownership: 71.91%71.59% (-0.33%)

40% less capital invested

Capital invested by funds: $274M → $164M (-$110M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
39
Reduced
39
Closed
22
Calls
$1.47M
Puts
$11K
Net Calls
+$1.46M
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1
Whetstone Capital Advisors
Kansas
$18.5M
BlackRock
2
BlackRock
New York
$14.6M +$112K +6,870 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.9M +$1.27M +77,824 +7%
RA
4
Royce & Associates
New York
$8.36M +$76.8K +4,700 +0.7%
KCM
5
Kennedy Capital Management
Missouri
$8.26M -$16.3K -998 -0.1%
RHJA
6
Rice Hall James & Associates
California
$7.24M +$733K +44,858 +8%
William Blair & Company
7
William Blair & Company
Illinois
$7.14M -$140K -8,554 -1%
PHP
8
Parkman Healthcare Partners
Connecticut
$6.6M +$474K +29,038 +6%
NCGI
9
Next Century Growth Investors
Minnesota
$6.2M +$4.82M +294,688 +140%
State Street
10
State Street
Massachusetts
$5.85M +$1.39M +84,808 +22%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$5.65M +$1.04M +63,607 +16%
MHP
12
Manatuck Hill Partners
Connecticut
$5.18M -$820K -50,200 -11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.86M +$217K +13,291 +3%
GIPM
14
G2 Investment Partners Management
New York
$3.8M +$2.13M +130,264 +72%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$3.54M +$1.24M +75,762 +36%
AIC
16
AWM Investment Company
New York
$2.82M
Squarepoint
17
Squarepoint
New York
$2.54M +$1.11M +67,884 +49%
BAM
18
Bullseye Asset Management
Colorado
$2.53M
Morgan Stanley
19
Morgan Stanley
New York
$2.02M -$289K -17,686 -10%
Northern Trust
20
Northern Trust
Illinois
$1.92M -$85.6K -5,236 -3%
Goldman Sachs
21
Goldman Sachs
New York
$1.56M -$154K -9,450 -7%
GIM
22
Granahan Investment Management
Massachusetts
$1.44M +$753K +46,076 +65%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.4M +$430K +26,301 +30%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.38M -$3.4M -208,184 -65%
SSA
25
Schonfeld Strategic Advisors
New York
$1.2M +$597K +36,522 +59%

OPRX Hedge Fund Activity: Q4 2025 in Review

129 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q4 2025, worth a combined $164M — down 40% from $274M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OPRX positions and 22 closed out — a net gain of 4 holders — while 39 added to existing stakes and 39 trimmed.

The largest buyer was Next Century Growth Investors, adding an estimated $4.82M. The largest seller was CenterBook Partners, cutting an estimated $4.63M.

  • 129 institutional investors held OptimizeRx (OPRX) as of Q4 2025, up from 125 in Q3 2025.
  • Funds reported $164M of OptimizeRx stock for Q4 2025, down 40% quarter-over-quarter.
  • 26 funds opened new OptimizeRx positions in Q4 2025 and 22 closed out, a net change of +4 holders.
  • The largest OptimizeRx buyer in Q4 2025 was Next Century Growth Investors, an estimated $4.82M added.
  • The largest OptimizeRx seller in Q4 2025 was CenterBook Partners, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2025.