Simplify Hedged Equity ETF
HEQT
81 hedge funds and large institutions have $248M invested in Simplify Hedged Equity ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
36% more capital invested
Capital invested by funds: $182M → $248M (+$66.1M)
15.67% more ownership
Funds ownership: 59.25% → 74.92% (+16%)
11% more funds holding
Funds holding: 73 → 81 (+8)
0% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$29.2M |
| 2 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
+$10.5M |
| 3 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$6.23M |
| 4 |
Rockefeller Capital Management
New York
|
+$1.87M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.8M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$3.03M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.94M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.9M |
| 5 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$1.68M |
HEQT Hedge Fund Activity: Q4 2025 in Review
81 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q4 2025, worth a combined $248M — up 36% from $182M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HEQT positions and 9 closed out — a net gain of 8 holders — while 28 added to existing stakes and 28 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $29.2M. The largest seller was Ameritas Advisory Services, cutting an estimated $3.8M.
- 81 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q4 2025, up from 73 in Q3 2025.
- Funds reported $248M of Simplify Hedged Equity ETF stock for Q4 2025, up 36% quarter-over-quarter.
- 17 funds opened new Simplify Hedged Equity ETF positions in Q4 2025 and 9 closed out, a net change of +8 holders.
- The largest Simplify Hedged Equity ETF buyer in Q4 2025 was Private Advisor Group, an estimated $29.2M added.
- The largest Simplify Hedged Equity ETF seller in Q4 2025 was Ameritas Advisory Services, an estimated $3.8M sold.
Based on aggregated 13F filings for Q4 2025.