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Optex Systems

25 hedge funds and large institutions have $8.59M invested in Optex Systems in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
1
Topline Capital Management
California
$4.43M
PAIM
2
Punch & Associates Investment Management
Minnesota
$2.12M
Vanguard Group
3
Vanguard Group
Pennsylvania
$539K +$16.5K +2,900 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$343K +$23.7K +4,175 +7%
HA
5
Huntleigh Advisors
Missouri
$190K +$11.5K +2,021 +6%
LPL Financial
6
LPL Financial
California
$146K +$22.7K +4,000 +18%
Citadel Advisors
7
Citadel Advisors
Florida
$128K -$6.32K -1,112 -5%
EIM
8
Essex Investment Management
Massachusetts
$115K
State Street
9
State Street
Massachusetts
$102K
FW
10
FullCircle Wealth
Texas
$83.1K +$83.1K +13,484 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$78.5K -$7.67K -1,350 -9%
TSS
12
Two Sigma Securities
New York
$74.3K +$74.3K +13,084 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$62K +$62K +10,922 New
FAIM
14
Financial Advocates Investment Management
Washington
$58.7K +$58.7K +10,327 New
BlackRock
15
BlackRock
New York
$54K -$5.54K -976 -9%
IA
16
IFP Advisors
Florida
$44.9K -$14.2K -2,500 -24%
Osaic Holdings
17
Osaic Holdings
Arizona
$13.1K
TRCT
18
Tower Research Capital (TRC)
New York
$3.51K +$199 +35 +6%
Morgan Stanley
19
Morgan Stanley
New York
$2.84K
UBS Group
20
UBS Group
Switzerland
$1.19K -$568 -100 -32%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$1K
LFG
22
Larson Financial Group
Missouri
$568 +$568 +100 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$309
Bank of America
24
Bank of America
North Carolina
$267 +$17 +3 +7%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$68 -$6 -1 -8%