Optex Systems
OPXS
22 hedge funds and large institutions have $10.2M invested in Optex Systems in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 0 closing their positions.
117% more capital invested
Capital invested by funds: $4.68M → $10.2M (+$5.49M)
38% more funds holding
Funds holding: 16 → 22 (+6)
12.56% more ownership
Funds ownership: 8.92% → 21.48% (+13%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$292K |
| 2 |
EFA
Evernest Financial Advisors
Carmel,
Indiana
|
+$221K |
| 3 |
State Street
Boston,
Massachusetts
|
+$150K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$87.2K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$37.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$281K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$45.3K |
| 3 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$19.7K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$2.19K |
| 5 |
Lazard Asset Management
New York
|
-$403 |
OPXS Hedge Fund Activity: Q4 2024 in Review
22 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Optex Systems (OPXS) for Q4 2024, worth a combined $10.2M — up 117% from $4.68M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OPXS positions and 0 closed out — a net gain of 6 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Vanguard Group, adding an estimated $292K. The largest seller was Punch & Associates Investment Management, cutting an estimated $281K.
- 22 institutional investors held Optex Systems (OPXS) as of Q4 2024, up from 16 in Q3 2024.
- Funds reported $10.2M of Optex Systems stock for Q4 2024, up 117% quarter-over-quarter.
- 6 funds opened new Optex Systems positions in Q4 2024 and 0 closed out, a net change of +6 holders.
- The largest Optex Systems buyer in Q4 2024 was Vanguard Group, an estimated $292K added.
- The largest Optex Systems seller in Q4 2024 was Punch & Associates Investment Management, an estimated $281K sold.
Based on aggregated 13F filings for Q4 2024.