Simplify Hedged Equity ETF
HEQT
73 hedge funds and large institutions have $182M invested in Simplify Hedged Equity ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 14 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 26
6% less funds holding
Funds holding: 78 → 73 (-5)
10.88% less ownership
Funds ownership: 70.13% → 59.25% (-11%)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
22% less capital invested
Capital invested by funds: $232M → $182M (-$50.2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$3.35M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$2.7M |
| 3 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
+$2.47M |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
+$2.3M |
| 5 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
-$8.56M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.82M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.31M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$6.19M |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$5.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
3AM
76
3EDGE Asset Management
Naples,
Florida
| – | -$2.62M | -87,080 | Closed |
|
77
Jane Street
New York
| – | -$1.99M | -66,174 | Closed |
|
|
LMKC
78
L.M. Kohn & Company
Cincinnati,
Ohio
| – | -$1.48M | -49,195 | Closed |
|
|
SA
79
Skyline Advisors
Bellingham,
Washington
| – | -$927K | -30,861 | Closed |
|
|
LWM
80
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| – | -$692K | -23,019 | Closed |
|
81
Bank of America
Charlotte,
North Carolina
| – | -$496K | -16,493 | Closed |
|
|
PI
82
PFG Investments
Woodbury,
New York
| – | -$445K | -14,818 | Closed |
|
|
OMC
83
Old Mission Capital
Chicago,
Illinois
| – | -$438K | -14,582 | Closed |
|
84
Wolverine Trading
Chicago,
Illinois
| – | -$252K | -8,415 | Closed |
|
|
NCM
85
Northwest Capital Management
Lake Oswego,
Oregon
| – | -$113K | -3,747 | Closed |
|
|
NWM
86
Nova Wealth Management
Bonita Springs,
Florida
| – | -$14.8K | -492 | Closed |
|
87
Raymond James Financial
St Petersburg,
Florida
| – | -$9.13K | -304 | Closed |
|
HEQT Hedge Fund Activity: Q3 2025 in Review
73 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q3 2025, worth a combined $182M — down 22% from $232M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of HEQT and 11 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 28 added.
The largest buyer was Ameritas Advisory Services, adding an estimated $3.35M. The largest seller was Stratos Investment Management, cutting an estimated $8.56M.
- 73 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q3 2025, down from 78 in Q2 2025.
- Funds reported $182M of Simplify Hedged Equity ETF stock for Q3 2025, down 22% quarter-over-quarter.
- 11 funds opened new Simplify Hedged Equity ETF positions in Q3 2025 and 14 closed out, a net change of -3 holders.
- The largest Simplify Hedged Equity ETF buyer in Q3 2025 was Ameritas Advisory Services, an estimated $3.35M added.
- The largest Simplify Hedged Equity ETF seller in Q3 2025 was Stratos Investment Management, an estimated $8.56M sold.
Based on aggregated 13F filings for Q3 2025.