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Simplify Stable Income ETF
BUCK

72 hedge funds and large institutions have $162M invested in Simplify Stable Income ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

5.06% less ownership

Funds ownership: 51.07% → 46.02% (-5.1%)

8% less capital invested

Capital invested by funds: $175M → $162M (-$13.2M)

11% less funds holding

Funds holding: 81 → 72 (-9)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
72
Holders Change
-9
Holders Change %
-11.11%
% of All Funds
0.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
8
Increased
28
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.08M
2
ECA
Elevated Capital Advisors
Utah
+$3.75M
3
WS
Wedbush Securities
California
+$1.75M
4
PIS
POM Investment Strategies
North Carolina
+$818K
5
IPW
Impact Partnership Wealth
Georgia
+$804K

Top Sellers

1
CCC
Compass Capital Corp
Massachusetts
-$5.09M
2
FA
FSA Advisors
Michigan
-$2.47M
3
AWM
AE Wealth Management
Kansas
-$2.21M
4
EMAM
Encompass More Asset Management
California
-$2.11M
5
PEA
Park Edge Advisors
Ohio
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
JHC
26
J. Hagan Capital
Kentucky
$1.29M +$173K +7,296 +16%
BOSSRA
27
B.O.S.S. Retirement Advisors
Utah
$1.25M +$245K +10,306 +24%
RWA
28
Redhawk Wealth Advisors
Minnesota
$1.18M +$357K +15,039 +44%
BAM
29
Belpointe Asset Management
Nevada
$1.07M -$177K -7,429 -14%
FCA
30
Fortis Capital Advisors
Kansas
$1.07M -$177K -7,429 -14%
CIA
31
Caerus Investment Advisors
Texas
$1.01M -$369K -15,537 -27%
Citadel Advisors
32
Citadel Advisors
Florida
$994K -$692K -29,114 -41%
BFAG
33
Blackston Financial Advisory Group
Florida
$946K +$281K +11,831 +43%
ACM
34
Andina Capital Management
Utah
$936K -$250K -10,505 -21%
MC
35
Moors & Cabot
Massachusetts
$929K +$171K +7,180 +23%
ASN
36
Advisory Services Network
Georgia
$874K – – –
IAA
37
Independent Advisor Alliance
North Carolina
$776K +$773K +32,520 New
ABWM
38
Alpine Bank Wealth Management
Colorado
$773K +$666K +28,040 +640%
CA
39
Cambridge Advisors
Nebraska
$754K +$31.1K +1,307 +4%
DRP
40
Decker Retirement Planning
Utah
$693K -$27.7K -1,166 -4%
PWM
41
Prosperity Wealth Management
California
$666K +$229K +9,640 +53%
SPWM
42
Straight Path Wealth Management
Michigan
$656K +$14.5K +612 +2%
BIG
43
Brookwood Investment Group
Arizona
$637K -$227K -9,537 -26%
SW
44
SteelPeak Wealth
California
$619K +$181K +7,598 +41%
LWMI
45
Legacy Wealth Management (Idaho)
Idaho
$616K +$86.1K +3,624 +16%
OMC
46
Old Mission Capital
Illinois
$590K +$588K +24,719 New
DAS
47
Dynamic Advisor Solutions
Arizona
$578K +$576K +24,221 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$529K -$26.9K -1,133 -5%
SIA
49
Soltis Investment Advisors
Utah
$419K +$51.1K +2,151 +14%
NL
50
NWAM LLC
Washington
$410K -$20.1K -846 -5%
1
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BUCK Hedge Fund Activity: Q3 2025 in Review

72 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q3 2025, worth a combined $162M — down 7.5% from $175M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BUCK and 8 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 28 added.

The largest buyer was LPL Financial, adding an estimated $4.08M. The largest seller was Compass Capital Corp, exiting entirely with an estimated $5.09M sold.

  • 72 institutional investors held Simplify Stable Income ETF (BUCK) as of Q3 2025, down from 81 in Q2 2025.
  • Funds reported $162M of Simplify Stable Income ETF stock for Q3 2025, down 7.5% quarter-over-quarter.
  • 8 funds opened new Simplify Stable Income ETF positions in Q3 2025 and 16 closed out, a net change of -8 holders.
  • The largest Simplify Stable Income ETF buyer in Q3 2025 was LPL Financial, an estimated $4.08M added.
  • The largest Simplify Stable Income ETF seller in Q3 2025 was Compass Capital Corp, an estimated $5.09M sold.

Based on aggregated 13F filings for Q3 2025.