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Certara

240 hedge funds and large institutions have $1.21B invested in Certara in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+18
Holders Change %
+8.11%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
55
Increased
92
Reduced
63
Closed
34
Calls
$596K
Puts
$251K
Net Calls
+$345K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$7K -$818 -84 -10%
PA
202
Parallel Advisors
California
$6.86K -$13.5K -1,359 -66%
BIG
203
Brooklyn Investment Group
New York
$6.72K +$6.7K +677 +33,850%
LC
204
Lindbrook Capital
California
$6.37K +$4.77K +482 +299%
UB
205
UMB Bank
Missouri
$5.7K +$1.92K +194 +51%
EWA
206
EverSource Wealth Advisors
Alabama
$5.32K +$3.74K +378 +238%
AAP
207
Arax Advisory Partners
Colorado
$4.33K -$1.2K -121 -22%
SS
208
SBI Securities
Japan
$3K -$198 -20 -6%
MCM
209
MAI Capital Management
Ohio
$2.87K +$1.09K +110 +61%
BT
210
Banque Transatlantique
France
$2.84K +$2.84K +310 New
TPCW
211
TD Private Client Wealth
New York
$2.12K
SC
212
SouthState Corp
Florida
$1.58K +$1.58K +160 New
HNB
213
Huntington National Bank
Ohio
$1.47K -$11.2K -1,128 -88%
QC
214
Quent Capital
New York
$1.46K
GBT
215
Grove Bank & Trust
Florida
$1.23K +$1.19K +120 +3,000%
AF
216
Allworth Financial
California
$1.15K -$577 -40 -33%
GSWM
217
Golden State Wealth Management
California
$1.08K
BFS
218
Bare Financial Services
Pennsylvania
$1.06K +$1.06K +107 New
SW
219
SVB Wealth
Massachusetts
$1.03K +$1.03K +104 New
HBW
220
Hazlett, Burt & Watson
West Virginia
$1K
CTWM
221
Cherry Tree Wealth Management
Minnesota
$990
BCMLT
222
Beacon Capital Management LLC (Tennessee)
Tennessee
$851
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$792
TWD
224
True Wealth Design
Ohio
$515 +$515 +52 New
Russell Investments Group
225
Russell Investments Group
United Kingdom
$446 +$287 +29 +181%