We are live on ! Find out more
MAXI icon

Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF

16 hedge funds and large institutions have $3.06M invested in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

171% more capital invested

Capital invested by funds: $1.13M → $3.06M (+$1.93M)

78% more funds holding

Funds holding: 916 (+7)

0.26% more ownership

Funds ownership: 5.21%5.48% (+0.26%)

83% less call options, than puts

Call options by funds: $35K | Put options by funds: $211K

Holders
16
Holders Change
+7
Holders Change %
+77.78%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
2
Closed
Calls
$35K
Puts
$211K
Net Calls
-$176K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1
Napa Wealth Management
California
$1.55M +$1.02M +37,811 +187%
CA
2
Cambridge Advisors
Nebraska
$395K +$56.8K +2,100 +17%
Jane Street
3
Jane Street
New York
$286K -$186K -6,880 -39%
MML Investors Services
4
MML Investors Services
Massachusetts
$234K +$237K +8,752 New
BCI
5
Brinker Capital Investments
Pennsylvania
$217K +$220K +8,133 New
OPS
6
Orion Portfolio Solutions
Nebraska
$217K +$220K +8,133 New
Belvedere Trading
7
Belvedere Trading
Illinois
$102K +$103K +3,808 New
Osaic Holdings
8
Osaic Holdings
Arizona
$19.9K +$10.3K +381 +105%
LC
9
Luminist Capital
Michigan
$17K +$17.1K +634 New
Group One Trading
10
Group One Trading
Illinois
$11K +$11.1K +412 New
CJ
11
Caitlin John
Michigan
$3.27K +$730 +27 +28%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$3K +$514 +19 +19%
OP
13
ORG Partners
Indiana
$1.76K +$378 +14 +27%
WWP
14
WR Wealth Planners
Missouri
$909 +$919 +34 New
Morgan Stanley
15
Morgan Stanley
New York
$33 -$27 -1 -50%

MAXI Hedge Fund Activity: Q4 2024 in Review

16 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) for Q4 2024, worth a combined $3.06M — up 171% from $1.13M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MAXI positions and 0 closed out — a net gain of 7 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Napa Wealth Management, adding an estimated $1.02M. The largest seller was Jane Street, cutting an estimated $186K.

  • 16 institutional investors held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) as of Q4 2024, up from 9 in Q3 2024.
  • Funds reported $3.06M of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF stock for Q4 2024, up 171% quarter-over-quarter.
  • 7 funds opened new Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF positions in Q4 2024 and 0 closed out, a net change of +7 holders.
  • The largest Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF buyer in Q4 2024 was Napa Wealth Management, an estimated $1.02M added.
  • The largest Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF seller in Q4 2024 was Jane Street, an estimated $186K sold.

Based on aggregated 13F filings for Q4 2024.