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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
AWM
1
AE Wealth Management
Kansas
$27.6M +$3.11M +130,601 +13%
LPL Financial
2
LPL Financial
California
$15.5M +$164K +6,881 +1%
ECA
3
Elevated Capital Advisors
Utah
$10.6M +$1.72M +72,068 +19%
RA
4
RiverTree Advisors
Florida
$7.47M +$191K +8,003 +3%
PIS
5
POM Investment Strategies
North Carolina
$6.93M -$422K -17,702 -6%
WS
6
Wedbush Securities
California
$6.18M +$226K +9,463 +4%
PEA
7
Park Edge Advisors
Ohio
$5.34M -$1.15M -48,341 -18%
PS
8
Principal Securities
Iowa
$4.84M +$1.95M +81,984 +67%
BCI
9
Brinker Capital Investments
Pennsylvania
$4.68M +$310K +13,012 +7%
KCM
10
Key Capital Management
Tennessee
$4.53M +$4.56M +191,273 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.49M +$1.19M +50,041 +36%
BCMLT
12
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.73M -$10.6M -446,660 -74%
HBS
13
Howard Bailey Securities
Indiana
$3.69M +$312K +13,079 +9%
BOSSRA
14
B.O.S.S. Retirement Advisors
Utah
$2.97M +$1.73M +72,799 +139%
FA
15
FSA Advisors
Michigan
$2.85M +$2.87M +120,380 New
OL
16
Owen LaRue
Kentucky
$2.62M +$2.63M +110,354 New
EMAM
17
Encompass More Asset Management
California
$2.61M +$28.2K +1,184 +1%
KAS
18
Kestra Advisory Services
Texas
$2.58M -$6.41M -268,865 -71%
WWA
19
WCG Wealth Advisors
Nevada
$2.44M +$941K +39,474 +62%
CW
20
CreativeOne Wealth
Kansas
$2.37M -$788K -33,075 -25%
AWA
21
Authentikos Wealth Advisory
California
$2.26M +$102K +4,290 +5%
GWM
22
GK Wealth Management
Nevada
$2M -$56.7K -2,378 -3%
IPW
23
Impact Partnership Wealth
Georgia
$1.91M +$434K +18,191 +29%
CCC
24
Compass Capital Corp
Massachusetts
$1.84M +$1.85M +77,454 New
PCIA
25
Prime Capital Investment Advisors
Kansas
$1.61M +$47.9K +2,010 +3%

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.