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Certara

241 hedge funds and large institutions have $1.73B invested in Certara in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

8.7% more ownership

Funds ownership: 79.19%87.88% (+8.7%)

3% more funds holding

Funds holding: 235241 (+6)

1% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 87

Holders
241
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
$18K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
251
Sanctuary Advisors
Indiana
AC
252
AXQ Capital
New Jersey
GC
253
Guggenheim Capital
Illinois
EI
254
Ethic Inc
New York
Corient Private Wealth
255
Corient Private Wealth
Florida
Capstone Investment Advisors
256
Capstone Investment Advisors
New York
GI
257
GAMCO Investors
Connecticut
PTC
258
Petrus Trust Company
Texas
HighTower Advisors
259
HighTower Advisors
Illinois
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
GWM
261
Gibbs Wealth Management
Georgia
PWG
262
Portside Wealth Group
Utah
Canada Pension Plan Investment Board
263
Canada Pension Plan Investment Board
Ontario, Canada
NAAA
264
New Age Alpha Advisors
New York
MYIA
265
Mount Yale Investment Advisors
Colorado
AF
266
Advisornet Financial
Minnesota
AEPWM
267
Atlantic Edge Private Wealth Management
Florida
AAP
268
Arax Advisory Partners
Colorado
SAM
269
Smartleaf Asset Management
Massachusetts
CW
270
Curio Wealth
Maryland
BCMLT
271
Beacon Capital Management LLC (Tennessee)
Tennessee
TFM
272
TFC Financial Management
Massachusetts
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
JWA
274
JFS Wealth Advisors
Pennsylvania
LFG
275
Larson Financial Group
Missouri