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FOXY

Simplify Currency Strategy ETF

22 hedge funds and large institutions have $41.8M invested in Simplify Currency Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

120% more funds holding

Funds holding: 1022 (+12)

113% more capital invested

Capital invested by funds: $19.6M → $41.8M (+$22.2M)

19.22% less ownership

Funds ownership: 98.02%78.8% (-19%)

Holders
22
Holders Change
+12
Holders Change %
+120%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
6
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$11.1M +$11.4M +406,813 New
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$6.8M +$3.49M +125,000 +100%
PIS
3
POM Investment Strategies
North Carolina
$3.27M +$3.36M +120,170 New
Citigroup
4
Citigroup
New York
$2.66M +$1.93M +69,000 +241%
KCM
5
Key Capital Management
Tennessee
$2.18M +$2.24M +80,274 New
PEA
6
Park Edge Advisors
Ohio
$2.12M -$73.4K -2,627 -3%
HBS
7
Howard Bailey Securities
Indiana
$1.74M +$1.79M +63,971 New
BCMLT
8
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63M +$1.68M +60,062 New
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$1.39M +$1.43M +51,194 New
Bank of America
10
Bank of America
North Carolina
$1.39M
CW
11
CreativeOne Wealth
Kansas
$1.35M +$3.91K +140 +0.3%
FA
12
FSA Advisors
Michigan
$1.32M +$1.35M +48,479 New
AWA
13
Authentikos Wealth Advisory
California
$1.07M +$1.1M +39,316 New
PHS
14
Pekin Hardy Strauss
Illinois
$1.06M +$732K +26,200 +202%
EMAM
15
Encompass More Asset Management
California
$728K +$53.5K +1,917 +8%
BFAG
16
Blackston Financial Advisory Group
Florida
$670K +$688K +24,632 New
NA
17
Networth Advisors
Pennsylvania
$472K +$484K +17,341 New
LAS
18
Lloyd Advisory Services
Georgia
$231K +$237K +8,492 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$226K +$217K +7,754 +1,447%
KPWS
20
Kestra Private Wealth Services
Texas
$208K +$214K +7,645 New
DRP
21
Decker Retirement Planning
Utah
$189K +$194K +6,937 New
SIS
22
Sound Income Strategies
Florida
$25.6K +$25.9K +926 New
SAM
23
Simplify Asset Management
Nevada
-$9.3M -337,443 Closed
PS
24
Principal Securities
Iowa
-$7.58K -275 Closed

FOXY Hedge Fund Activity: Q4 2025 in Review

22 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simplify Currency Strategy ETF (FOXY) for Q4 2025, worth a combined $41.8M — up 113% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FOXY positions and 2 closed out — a net gain of 12 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $11.4M. The largest seller was Simplify Asset Management, exiting entirely with an estimated $9.3M sold.

  • 22 institutional investors held Simplify Currency Strategy ETF (FOXY) as of Q4 2025, up from 10 in Q3 2025.
  • Funds reported $41.8M of Simplify Currency Strategy ETF stock for Q4 2025, up 113% quarter-over-quarter.
  • 14 funds opened new Simplify Currency Strategy ETF positions in Q4 2025 and 2 closed out, a net change of +12 holders.
  • The largest Simplify Currency Strategy ETF buyer in Q4 2025 was AE Wealth Management, an estimated $11.4M added.
  • The largest Simplify Currency Strategy ETF seller in Q4 2025 was Simplify Asset Management, an estimated $9.3M sold.

Based on aggregated 13F filings for Q4 2025.