Optex Systems
OPXS
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.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
14% more funds holding
Funds holding: 22 → 25 (+3)
0.41% more ownership
Funds ownership: 21.48% → 21.89% (+0.41%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
16% less capital invested
Capital invested by funds: $10.2M → $8.59M (-$1.58M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FW
FullCircle Wealth
Dallas,
Texas
|
+$83K |
| 2 |
TSS
Two Sigma Securities
New York
|
+$80.5K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$67.2K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$63.5K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$25.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFA
Evernest Financial Advisors
Carmel,
Indiana
|
-$180K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$15.4K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.3K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.84K |
| 5 |
BlackRock
New York
|
-$6K |
OPXS Hedge Fund Activity: Q1 2025 in Review
25 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in Optex Systems (OPXS) for Q1 2025, worth a combined $8.59M — down 16% from $10.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OPXS positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was FullCircle Wealth, opening a new position worth an estimated $83K. The largest seller was Evernest Financial Advisors, exiting entirely with an estimated $180K sold.
- 25 institutional investors held Optex Systems (OPXS) as of Q1 2025, up from 22 in Q4 2024.
- Funds reported $8.59M of Optex Systems stock for Q1 2025, down 16% quarter-over-quarter.
- 5 funds opened new Optex Systems positions in Q1 2025 and 2 closed out, a net change of +3 holders.
- The largest Optex Systems buyer in Q1 2025 was FullCircle Wealth, an estimated $83K added.
- The largest Optex Systems seller in Q1 2025 was Evernest Financial Advisors, an estimated $180K sold.
Based on aggregated 13F filings for Q1 2025.