Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF
MAXI
15 hedge funds and large institutions have $2.5M invested in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.21% less ownership
Funds ownership: 5.78% → 5.57% (-0.21%)
6% less funds holding
Funds holding: 16 → 15 (-1)
17% less capital invested
Capital invested by funds: $3.01M → $2.5M (-$510K)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$1.69M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$222K |
| 3 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
+$208K |
| 4 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$90.6K |
| 5 |
LC
Luminist Capital
Grand Rapids,
Michigan
|
+$22.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$612K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$268K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$46.6K |
MAXI Hedge Fund Activity: Q4 2025 in Review
15 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) for Q4 2025, worth a combined $2.5M — down 17% from $3.01M a quarter earlier.
Fund positioning in MAXI was balanced in Q4 2025: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 1 trimmed.
The largest buyer was Authentikos Wealth Advisory, opening a new position worth an estimated $1.69M. The largest seller was Summit Financial, exiting entirely with an estimated $612K sold.
- 15 institutional investors held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) as of Q4 2025, down from 16 in Q3 2025.
- Funds reported $2.5M of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF stock for Q4 2025, down 17% quarter-over-quarter.
- 3 funds opened new Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF positions in Q4 2025 and 3 closed out, a net change of 0 holders.
- The largest Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF buyer in Q4 2025 was Authentikos Wealth Advisory, an estimated $1.69M added.
- The largest Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF seller in Q4 2025 was Summit Financial, an estimated $612K sold.
Based on aggregated 13F filings for Q4 2025.