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Simplify Stable Income ETF
BUCK

87 hedge funds and large institutions have $169M invested in Simplify Stable Income ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

21% more funds holding

Funds holding: 72 → 87 (+15)

1.86% more ownership

Funds ownership: 46.02% → 47.88% (+1.9%)

4% more capital invested

Capital invested by funds: $162M → $169M (+$7.25M)

Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
24
Increased
37
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$3.11M
2
FA
FSA Advisors
Michigan
+$2.87M
3
OL
Owen LaRue
Kentucky
+$2.63M
4
PS
Principal Securities
Iowa
+$1.95M
5
CCC
Compass Capital Corp
Massachusetts
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$10.6M
2
KAS
Kestra Advisory Services
Texas
-$6.41M
3
SPIA
Steward Partners Investment Advisory
New York
-$2.13M
4
JHC
J. Hagan Capital
Kentucky
-$1.29M
5
PEA
Park Edge Advisors
Ohio
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
26
Lane Brothers & Co
Arizona
$1.59M +$1.6M +67,154 New
FFA
27
Farther Finance Advisors
California
$1.58M -$75.1K -3,153 -5%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.52M +$115K +4,843 +8%
TF
29
TME Financial
California
$1.5M +$71.1K +2,983 +5%
IAN
30
Integrated Advisors Network
Texas
$1.42M -$215K -9,027 -13%
BFAG
31
Blackston Financial Advisory Group
Florida
$1.39M +$449K +18,842 +48%
SW
32
SteelPeak Wealth
California
$1.35M +$735K +30,853 +119%
CIA
33
Caerus Investment Advisors
Texas
$1.31M +$305K +12,781 +30%
BAM
34
Belpointe Asset Management
Nevada
$1.28M +$216K +9,075 +20%
FCA
35
Fortis Capital Advisors
Kansas
$1.28M +$216K +9,075 +20%
CA
36
Cambridge Advisors
Nebraska
$1.17M +$422K +17,703 +56%
RWA
37
Redhawk Wealth Advisors
Minnesota
$1.17M -$2.88K -121 -0.2%
IAA
38
Independent Advisor Alliance
North Carolina
$1.14M +$368K +15,455 +48%
NA
39
Networth Advisors
Pennsylvania
$977K +$982K +41,223 New
ASN
40
Advisory Services Network
Georgia
$921K +$52.7K +2,211 +6%
ACM
41
Andina Capital Management
Utah
$889K -$41.5K -1,741 -4%
MC
42
Moors & Cabot
Massachusetts
$838K -$86K -3,610 -9%
BIG
43
Brookwood Investment Group
Arizona
$817K +$185K +7,759 +29%
ABWM
44
Alpine Bank Wealth Management
Colorado
$813K +$44.7K +1,874 +6%
SPIA
45
Steward Partners Investment Advisory
New York
$791K -$2.13M -89,544 -73%
OMC
46
Old Mission Capital
Illinois
$766K +$181K +7,581 +31%
DAS
47
Dynamic Advisor Solutions
Arizona
$759K +$186K +7,810 +32%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$752K +$227K +9,526 +43%
SPWM
49
Straight Path Wealth Management
Michigan
$630K -$22.2K -932 -3%
RWM
50
Revisor Wealth Management
Ohio
$616K +$362K +15,191 +141%
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BUCK Hedge Fund Activity: Q4 2025 in Review

87 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q4 2025, worth a combined $169M — up 4.5% from $162M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BUCK positions and 6 closed out — a net gain of 18 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $3.11M. The largest seller was Beacon Capital Management LLC (Tennessee), cutting an estimated $10.6M.

  • 87 institutional investors held Simplify Stable Income ETF (BUCK) as of Q4 2025, up from 72 in Q3 2025.
  • Funds reported $169M of Simplify Stable Income ETF stock for Q4 2025, up 4.5% quarter-over-quarter.
  • 24 funds opened new Simplify Stable Income ETF positions in Q4 2025 and 6 closed out, a net change of +18 holders.
  • The largest Simplify Stable Income ETF buyer in Q4 2025 was AE Wealth Management, an estimated $3.11M added.
  • The largest Simplify Stable Income ETF seller in Q4 2025 was Beacon Capital Management LLC (Tennessee), an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2025.