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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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
1
Topline Capital Management
California
$7.94M -$1.02M -88,645 -11%
PAIM
2
Punch & Associates Investment Management
Minnesota
$3.81M -$471K -41,005 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.79M +$703K +61,186 +64%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$693K -$2.14K -186 -0.3%
Marshall Wace
5
Marshall Wace
United Kingdom
$604K +$604K +52,573 New
LPL Financial
6
LPL Financial
California
$536K +$239K +20,841 +81%
EI
7
EAM Investors
California
$481K +$481K +41,866 New
Goldman Sachs
8
Goldman Sachs
New York
$388K +$388K +33,808 New
HA
9
Huntleigh Advisors
Missouri
$384K
ACM
10
Archon Capital Management
Washington
$332K +$332K +28,910 New
Ameriprise
11
Ameriprise
Minnesota
$304K +$304K +26,450 New
EIM
12
Essex Investment Management
Massachusetts
$231K -$2.69K -234 -1%
State Street
13
State Street
Massachusetts
$206K
Citadel Advisors
14
Citadel Advisors
Florida
$201K -$57.6K -5,016 -22%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$183K +$24.6K +2,138 +15%
FW
16
FullCircle Wealth
Texas
$153K -$8.17K -684 -5%
BlackRock
17
BlackRock
New York
$147K +$38K +3,311 +35%
FAIM
18
Financial Advocates Investment Management
Washington
$130K +$11.6K +1,012 +10%
IA
19
IFP Advisors
Florida
$90.8K
LSV Asset Management
20
LSV Asset Management
Illinois
$63K +$63K +5,500 New
Raymond James Financial
21
Raymond James Financial
Florida
$29.7K +$29.7K +2,583 New
Lazard Asset Management
22
Lazard Asset Management
New York
$28K +$28K +2,482 New
NA
23
NewEdge Advisors
Louisiana
$18.3K +$18.3K +1,592 New
Osaic Holdings
24
Osaic Holdings
Arizona
$15.8K
TRCT
25
Tower Research Capital (TRC)
New York
$2.03K -$5.06K -440 -71%