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Simplify Stable Income ETF

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: 45 (+1)

21% more funds holding

Funds holding: 7287 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Prosperity Wealth Management
California
$564K -$97.8K -4,104 -15%
SA
52
Sanctuary Advisors
Indiana
$506K +$509K +21,340 New
LWMI
53
Legacy Wealth Management (Idaho)
Idaho
$501K -$112K -4,693 -18%
MWM
54
Mosley Wealth Management
California
$488K +$487K +20,447 New
LAS
55
Lloyd Advisory Services
Georgia
$480K +$482K +20,228 New
SIA
56
Soltis Investment Advisors
Utah
$464K +$47.7K +2,003 +11%
Jane Street
57
Jane Street
New York
$417K +$420K +17,609 New
DRP
58
Decker Retirement Planning
Utah
$403K -$287K -12,053 -42%
RA
59
RFG Advisory
Alabama
$379K +$15.6K +654 +4%
HF
60
HRT Financial
New York
$344K +$346K +14,520 New
FIA
61
Foundations Investment Advisors
Arizona
$342K +$102K +4,289 +42%
NFSG
62
Newbridge Financial Services Group
Florida
$323K +$325K +13,645 New
PAG
63
Private Advisor Group
New Jersey
$320K -$40K -1,680 -11%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$297K +$299K +12,531 New
SCA
65
Sage Capital Advisors
South Dakota
$288K
Citadel Advisors
66
Citadel Advisors
Florida
$277K -$715K -30,003 -72%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$268K -$88.7K -3,724 -25%
LWL
68
Leo Wealth LLC
Texas
$245K +$246K +10,332 New
RFA
69
Reyes Financial Architecture
California
$241K +$243K +10,180 New
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$216K +$217K +9,111 New
AO
71
Advisor OS
Illinois
$213K +$214K +8,989 New
NA
72
NewEdge Advisors
Louisiana
$165K -$1.24K -52 -0.7%
AAP
73
Arax Advisory Partners
Colorado
$160K +$161K +6,744 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$142K
GSWM
75
Golden State Wealth Management
California
$120K +$977 +41 +0.8%

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.