We are live on ! Find out more
OPXS icon

Optex Systems

38 hedge funds and large institutions have $32.9M invested in Optex Systems in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

29% more capital invested

Capital invested by funds: $25.5M → $32.9M (+$7.35M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4.83% more ownership

Funds ownership: 28.61%33.43% (+4.8%)

0% more funds holding

Funds holding: 3838 (0)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Topline Capital Management
California
$9.54M -$94.9K -6,429 -0.9%
PAIM
2
Punch & Associates Investment Management
Minnesota
$4.21M -$338K -22,903 -7%
WA
3
Wasatch Advisors
Utah
$3.77M +$2.45M +166,065 +167%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.83M +$611K +41,419 +26%
ACM
5
Archon Capital Management
Washington
$2.5M +$1.36M +92,094 +110%
Marshall Wace
6
Marshall Wace
United Kingdom
$1.29M +$182K +12,337 +16%
Ameriprise
7
Ameriprise
Minnesota
$1.06M +$402K +27,225 +58%
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$1.03M +$516K +34,942 +92%
EI
9
EAM Investors
California
$948K +$208K +14,104 +27%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$910K +$9.09K +616 +1%
RWM
11
Ritholtz Wealth Management
New York
$663K +$359K +24,332 +109%
LPL Financial
12
LPL Financial
California
$648K -$43.9K -2,974 -6%
SEI Investments
13
SEI Investments
Pennsylvania
$576K +$600K +40,653 New
BlackRock
14
BlackRock
New York
$423K +$5.15K +349 +1%
State Street
15
State Street
Massachusetts
$367K +$69.4K +4,700 +22%
EIM
16
Essex Investment Management
Massachusetts
$328K
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$305K +$45.6K +3,086 +17%
MDCM
18
Morgan Dempsey Capital Management
Wisconsin
$227K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$219K +$228K +15,462 New
Goldman Sachs
20
Goldman Sachs
New York
$205K -$243K -16,461 -53%
BPA
21
Beacon Pointe Advisors
California
$199K +$27.9K +1,890 +16%
Jane Street
22
Jane Street
New York
$163K +$170K +11,507 New
BCM
23
Bridgeway Capital Management
Texas
$156K
Osaic Holdings
24
Osaic Holdings
Arizona
$79.4K -$39K -2,640 -32%
IA
25
IFP Advisors
Florida
$56K

OPXS Hedge Fund Activity: Q4 2025 in Review

38 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Optex Systems (OPXS) for Q4 2025, worth a combined $32.9M — up 29% from $25.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OPXS positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $2.45M. The largest seller was Citadel Advisors, exiting entirely with an estimated $468K sold.

  • 38 institutional investors held Optex Systems (OPXS) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $32.9M of Optex Systems stock for Q4 2025, up 29% quarter-over-quarter.
  • 5 funds opened new Optex Systems positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest Optex Systems buyer in Q4 2025 was Wasatch Advisors, an estimated $2.45M added.
  • The largest Optex Systems seller in Q4 2025 was Citadel Advisors, an estimated $468K sold.

Based on aggregated 13F filings for Q4 2025.