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Optex Systems

30 hedge funds and large institutions have $18.8M invested in Optex Systems in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TCM
1
Topline Capital Management
California
$7.94M 691,256 -88,645 -11%
PAIM
2
Punch & Associates Investment Management
Minnesota
$3.81M 331,495 -41,005 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.79M 156,112 +61,186 +64%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$693K 60,263 -186 -0.3%
Marshall Wace
5
Marshall Wace
United Kingdom
$604K 52,573 +52,573 New
LPL Financial
6
LPL Financial
California
$536K 46,616 +20,841 +81%
EI
7
EAM Investors
California
$481K 41,866 +41,866 New
Goldman Sachs
8
Goldman Sachs
New York
$388K 33,808 +33,808 New
HA
9
Huntleigh Advisors
Missouri
$384K 33,395
ACM
10
Archon Capital Management
Washington
$332K 28,910 +28,910 New
Ameriprise
11
Ameriprise
Minnesota
$304K 26,450 +26,450 New
EIM
12
Essex Investment Management
Massachusetts
$231K 20,074 -234 -1%
State Street
13
State Street
Massachusetts
$206K 17,923
Citadel Advisors
14
Citadel Advisors
Florida
$201K 17,536 -5,016 -22%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$183K 15,956 +2,138 +15%
FW
16
FullCircle Wealth
Texas
$153K 12,800 -684 -5%
BlackRock
17
BlackRock
New York
$147K 12,820 +3,311 +35%
FAIM
18
Financial Advocates Investment Management
Washington
$130K 11,339 +1,012 +10%
IA
19
IFP Advisors
Florida
$90.8K 7,900
LSV Asset Management
20
LSV Asset Management
Illinois
$63K 5,500 +5,500 New
Raymond James Financial
21
Raymond James Financial
Florida
$29.7K 2,583 +2,583 New
Lazard Asset Management
22
Lazard Asset Management
New York
$28K 2,482 +2,482 New
NA
23
NewEdge Advisors
Louisiana
$18.3K 1,592 +1,592 New
Osaic Holdings
24
Osaic Holdings
Arizona
$15.8K 2,300
TRCT
25
Tower Research Capital (TRC)
New York
$2.03K 177 -440 -71%