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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$7K -$1.02K -84 -10%
PA
202
Parallel Advisors
California
$6.86K -$16.5K -1,359 -66%
BIG
203
Brooklyn Investment Group
New York
$6.72K +$8.22K +677 +33,850%
LC
204
Lindbrook Capital
California
$6.37K +$5.86K +482 +299%
UB
205
UMB Bank
Missouri
$5.7K +$2.36K +194 +51%
EWA
206
EverSource Wealth Advisors
Alabama
$5.32K +$4.59K +378 +238%
AAP
207
Arax Advisory Partners
Colorado
$4.33K -$1.47K -121 -22%
SS
208
SBI Securities
Japan
$3K -$243 -20 -6%
MCM
209
MAI Capital Management
Ohio
$2.87K +$1.34K +110 +61%
TPCW
210
TD Private Client Wealth
New York
$2.12K
SC
211
SouthState Corp
Florida
$1.58K +$1.94K +160 New
HNB
212
Huntington National Bank
Ohio
$1.47K -$13.7K -1,128 -88%
QC
213
Quent Capital
New York
$1.46K
GBT
214
Grove Bank & Trust
Florida
$1.23K +$1.46K +120 +3,000%
AF
215
Allworth Financial
California
$1.15K -$486 -40 -33%
GSWM
216
Golden State Wealth Management
California
$1.08K
BFS
217
Bare Financial Services
Pennsylvania
$1.06K +$1.3K +107 New
SW
218
SVB Wealth
Massachusetts
$1.03K +$1.26K +104 New
HBW
219
Hazlett, Burt & Watson
West Virginia
$1K
CTWM
220
Cherry Tree Wealth Management
Minnesota
$990
BCMLT
221
Beacon Capital Management LLC (Tennessee)
Tennessee
$851
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$792
TWD
223
True Wealth Design
Ohio
$515 +$632 +52 New
Russell Investments Group
224
Russell Investments Group
United Kingdom
$446 +$352 +29 +181%
FFA
225
Farther Finance Advisors
California
$424

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.