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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, 75 increasing their positions, 90 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 47

2% less funds holding

Funds holding: 239235 (-4)

17% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 90

Holders
235
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$708K
Puts
$430K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$4.21K
SS
202
SBI Securities
Japan
$3.76K
PFBT
203
Parkside Financial Bank & Trust
Missouri
$3.5K
CIAM
204
Caitong International Asset Management
Hong Kong
$3.48K
MCM
205
MAI Capital Management
Ohio
$3.48K
SAM
206
Smartleaf Asset Management
Massachusetts
$3.21K
BFS
207
Bare Financial Services
Pennsylvania
$2.47K
Russell Investments Group
208
Russell Investments Group
United Kingdom
$2.46K
CT
209
Clearstead Trust
Maine
$1.88K
S
210
SignatureFD
Georgia
$1.8K
CW
211
Curio Wealth
Maryland
$1.64K
TPCW
212
TD Private Client Wealth
New York
$1.32K
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
AF
219
Allworth Financial
California
$644
TWD
220
True Wealth Design
Ohio
$609
FFA
221
Farther Finance Advisors
California
$503
AA
222
Ancora Advisors
Ohio
$468
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$398
TFM
224
TFC Financial Management
Massachusetts
$398
JWA
225
JFS Wealth Advisors
Pennsylvania
$363