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Certara

235 hedge funds and large institutions have $1.5B invested in Certara in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 74 increasing their positions, 91 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $708K | Put options by funds: $430K

24% more capital invested

Capital invested by funds: $1.21B → $1.5B (+$294M)

3.37% more ownership

Funds ownership: 75.82%79.19% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 47

2% less funds holding

Funds holding: 239235 (-4)

19% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 91

Holders
235
Holders Change
-4
Holders Change %
-1.67%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
74
Reduced
91
Closed
47
Calls
$708K
Puts
$430K
Net Calls
+$278K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$4.21K -$2.09K -177 -33%
SS
202
SBI Securities
Japan
$3.76K +$213 +18 +6%
PFBT
203
Parkside Financial Bank & Trust
Missouri
$3.5K -$62.2K -5,258 -95%
CIAM
204
Caitong International Asset Management
Hong Kong
$3.48K -$33.5K -2,834 -91%
MCM
205
MAI Capital Management
Ohio
$3.48K +$83 +7 +2%
SAM
206
Smartleaf Asset Management
Massachusetts
$3.21K +$3.34K +282 New
BFS
207
Bare Financial Services
Pennsylvania
$2.47K +$1.23K +104 +97%
Russell Investments Group
208
Russell Investments Group
United Kingdom
$2.46K +$1.95K +165 +367%
CT
209
Clearstead Trust
Maine
$1.88K +$1.91K +161 New
S
210
SignatureFD
Georgia
$1.8K +$1.82K +154 New
CW
211
Curio Wealth
Maryland
$1.64K +$1.66K +140 New
TPCW
212
TD Private Client Wealth
New York
$1.32K -$1.2K -101 -47%
GSWM
213
Golden State Wealth Management
California
$1.27K
CTWM
214
Cherry Tree Wealth Management
Minnesota
$1.17K
BCMLT
215
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.01K
HBW
216
Hazlett, Burt & Watson
West Virginia
$1K
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$936
SC
218
SouthState Corp
Florida
$878 -$1.01K -85 -53%
AF
219
Allworth Financial
California
$644 -$296 -25 -31%
TWD
220
True Wealth Design
Ohio
$609
FFA
221
Farther Finance Advisors
California
$503
AA
222
Ancora Advisors
Ohio
$468 +$473 +40 New
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$398 -$59 -5 -13%
TFM
224
TFC Financial Management
Massachusetts
$398 +$402 +34 New
JWA
225
JFS Wealth Advisors
Pennsylvania
$363 +$343 +29 +1,450%

CERT Hedge Fund Activity: Q2 2025 in Review

235 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q2 2025, worth a combined $1.5B — up 24% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of CERT and 45 opened new positions — a net loss of 2 holders — while 91 trimmed existing stakes and 74 added.

The largest buyer was Wasatch Advisors, adding an estimated $50.2M. The largest seller was Riverbridge Partners, cutting an estimated $23.7M.

  • 235 institutional investors held Certara (CERT) as of Q2 2025, down from 239 in Q1 2025.
  • Funds reported $1.5B of Certara stock for Q2 2025, up 24% quarter-over-quarter.
  • 45 funds opened new Certara positions in Q2 2025 and 47 closed out, a net change of -2 holders.
  • The largest Certara buyer in Q2 2025 was Wasatch Advisors, an estimated $50.2M added.
  • The largest Certara seller in Q2 2025 was Riverbridge Partners, an estimated $23.7M sold.

Based on aggregated 13F filings for Q2 2025.