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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
WW
76
Winnow Wealth
Texas
$50.6K +$50.3K +2,109 New
SIS
77
Sound Income Strategies
Florida
$50.6K +$39.6K +1,663 +361%
HCM
78
Hollencrest Capital Management
California
$49.5K +$49.8K +2,090 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$46K +$42.4K +1,779 +1,210%
NS
80
NBC Securities
Alabama
$42.2K +$42.5K +1,782 New
PTC
81
Private Trust Company
Ohio
$36.7K – – –
UBS Group
82
UBS Group
Switzerland
$35.3K +$35.5K +1,490 New
FHA
83
Flagship Harbor Advisors
Massachusetts
$14.2K +$14.3K +600 New
TCM
84
Triumph Capital Management
Colorado
$6.52K +$6.55K +275 New
Morgan Stanley
85
Morgan Stanley
New York
$5.98K – – –
HI
86
Harbour Investments
Wisconsin
$3.37K -$148K -6,195 -98%
Wells Fargo
87
Wells Fargo
California
$21 – – –
JHC
88
J. Hagan Capital
Kentucky
– -$1.29M -54,087 Closed
NL
89
NWAM LLC
Washington
– -$410K -17,098 Closed
EFG
90
Ethos Financial Group
Pennsylvania
– -$386K -16,192 Closed
JCFM
91
JBR Co Financial Management
Oklahoma
– -$348K -14,600 Closed
SEIA
92
Signature Estate & Investment Advisors
California
– -$283K -11,879 Closed
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
– -$227K -9,500 Closed
1 2 3
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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.