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Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF

14 hedge funds and large institutions have $2.93M invested in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.52% more ownership

Funds ownership: 5.48%7% (+1.5%)

4% less capital invested

Capital invested by funds: $3.06M → $2.93M (-$131K)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

13% less funds holding

Funds holding: 1614 (-2)

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1
Napa Wealth Management
California
$1.33M +$212K +8,355 +14%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$681K +$862K +33,979 New
CA
3
Cambridge Advisors
Nebraska
$379K +$106K +4,180 +28%
OMC
4
Old Mission Capital
Illinois
$276K +$350K +13,791 New
Citadel Advisors
5
Citadel Advisors
Florida
$213K +$269K +10,614 New
AC
6
AlphaCore Capital
California
$18K +$22.8K +900 New
LC
7
Luminist Capital
Michigan
$17.1K +$4.57K +180 +28%
SIS
8
Sound Income Strategies
Florida
$6.01K +$7.61K +300 New
CIA
9
Cape Investment Advisory
Georgia
$2.76K +$3.5K +138 New
TRCT
10
Tower Research Capital (TRC)
New York
$2K +$2.54K +100 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$2K +$25 +1 +0.8%
Simplex Trading
12
Simplex Trading
Illinois
$2K +$2.56K +101 New
Morgan Stanley
13
Morgan Stanley
New York
$42 +$25 +1 +100%
Jane Street
14
Jane Street
New York
-$286K -10,708 Closed
MML Investors Services
15
MML Investors Services
Massachusetts
-$234K -8,752 Closed
BCI
16
Brinker Capital Investments
Pennsylvania
-$217K -8,133 Closed
OPS
17
Orion Portfolio Solutions
Nebraska
-$217K -8,133 Closed
Belvedere Trading
18
Belvedere Trading
Illinois
-$102K -3,808 Closed
Osaic Holdings
19
Osaic Holdings
Arizona
-$19.9K -743 Closed
Group One Trading
20
Group One Trading
Illinois
-$11K -412 Closed
CJ
21
Caitlin John
Michigan
-$3.27K -122 Closed
OP
22
ORG Partners
Indiana
-$1.76K -66 Closed

MAXI Hedge Fund Activity: Q1 2025 in Review

14 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) for Q1 2025, worth a combined $2.93M — down 4.3% from $3.06M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MAXI and 8 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $862K. The largest seller was Jane Street, exiting entirely with an estimated $286K sold.

  • 14 institutional investors held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) as of Q1 2025, down from 16 in Q4 2024.
  • Funds reported $2.93M of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF stock for Q1 2025, down 4.3% quarter-over-quarter.
  • 8 funds opened new Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF positions in Q1 2025 and 9 closed out, a net change of -1 holder.
  • The largest Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $862K added.
  • The largest Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF seller in Q1 2025 was Jane Street, an estimated $286K sold.

Based on aggregated 13F filings for Q1 2025.