We are live on ! Find out more
CERT icon

Certara

239 hedge funds and large institutions have $1.21B invested in Certara in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $596K | Put options by funds: $251K

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

42% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 65

8% more funds holding

Funds holding: 222239 (+17)

3.55% more ownership

Funds ownership: 72.27%75.82% (+3.6%)

2% less capital invested

Capital invested by funds: $1.24B → $1.21B (-$30.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
239
Holders Change
+17
Holders Change %
+7.66%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
92
Reduced
65
Closed
33
Calls
$596K
Puts
$251K
Net Calls
+$345K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$386
IA
227
IFP Advisors
Florida
$287 -$474 -39 Closed
LFG
228
Larson Financial Group
Missouri
$287 +$279 +23 +383%
BGAI
229
Bruce G. Allen Investments
Colorado
$277
CA
230
CoreCap Advisors
Michigan
$257
MCM
231
MV Capital Management
Maryland
$228 +$219 +18 +360%
RIL
232
Rothschild Investment LLC
Illinois
$99 +$121 +10 New
GFPC
233
Global Financial Private Client
Florida
$59 +$49 +4 +200%
AWM
234
Activest Wealth Management
Florida
$20 -$1.59K -131 -98%
JWA
235
JFS Wealth Advisors
Pennsylvania
$20
DPW
236
DiNuzzo Private Wealth
Pennsylvania
$10
HIA
237
HFM Investment Advisors
New Jersey
$10 +$12 +1 New
NIP
238
Norwood Investment Partners
California
-$8.24M -774,102 Closed
EP
239
Edgestream Partners
New Jersey
-$3.89M -365,708 Closed
Raymond James Financial
240
Raymond James Financial
Florida
-$3.63M -340,649 Closed
Voloridge Investment Management
241
Voloridge Investment Management
Florida
-$2.94M -275,633 Closed
Axa
242
Axa
France
-$1.92M -180,000 Closed
D.E. Shaw & Co
243
D.E. Shaw & Co
New York
-$827K -77,665 Closed
AG
244
Algert Global
California
-$662K -62,129 Closed
QT
245
Quantbot Technologies
New York
-$620K -58,227 Closed
FHB
246
First Hawaiian Bank
Hawaii
-$368K -34,581 Closed
XT
247
XTX Topco
Cayman Islands
-$334K -31,342 Closed
Man Group
248
Man Group
United Kingdom
-$293K -27,520 Closed
SSA
249
Schonfeld Strategic Advisors
New York
-$199K -18,650 Closed
GCP
250
GSA Capital Partners
United Kingdom
-$175K -16,414 Closed

CERT Hedge Fund Activity: Q1 2025 in Review

239 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q1 2025, worth a combined $1.21B — down 2.5% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CERT positions and 33 closed out — a net gain of 19 holders — while 92 added to existing stakes and 65 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $26.2M. The largest seller was JP Morgan Chase, cutting an estimated $29M.

  • 239 institutional investors held Certara (CERT) as of Q1 2025, up from 222 in Q4 2024.
  • Funds reported $1.21B of Certara stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 52 funds opened new Certara positions in Q1 2025 and 33 closed out, a net change of +19 holders.
  • The largest Certara buyer in Q1 2025 was Capital World Investors, an estimated $26.2M added.
  • The largest Certara seller in Q1 2025 was JP Morgan Chase, an estimated $29M sold.

Based on aggregated 13F filings for Q1 2025.