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Simulations Plus

169 hedge funds and large institutions have $235M invested in Simulations Plus in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

6% more funds holding

Funds holding: 159169 (+10)

5% more call options, than puts

Call options by funds: $613K | Put options by funds: $583K

7.31% less ownership

Funds ownership: 84.8%77.49% (-7.3%)

24% less capital invested

Capital invested by funds: $310M → $235M (-$74.7M)

Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
57
Reduced
40
Closed
43
Calls
$613K
Puts
$583K
Net Calls
+$30K
Net Calls Change
+$706K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
51
Kornitzer Capital Management
Kansas
$769K +$407K +28,000 +122%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$722K -$1.17M -80,126 -63%
WAM
53
Weiss Asset Management
Massachusetts
$709K +$684K +47,069 New
SPS
54
Susquehanna Portfolio Strategies
Pennsylvania
$702K +$678K +46,613 New
N
55
Nuveen
North Carolina
$594K
CIC
56
Crawford Investment Counsel
Georgia
$573K -$36.1K -2,480 -6%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$542K +$85.3K +5,866 +19%
NL
58
Navalign LLC
California
$528K +$286K +19,700 +129%
BHCM
59
Brevan Howard Capital Management
Jersey
$522K +$504K +34,643 New
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$494K
Principal Financial Group
61
Principal Financial Group
Iowa
$488K -$854K -58,713 -64%
Verition Fund Management
62
Verition Fund Management
Connecticut
$483K +$466K +32,073 New
IIM
63
Illumine Investment Management
Washington
$473K +$93.3K +6,416 +26%
SC
64
Skylands Capital
Wisconsin
$472K -$164K -11,300 -27%
HWAM
65
Hennion & Walsh Asset Management
New Jersey
$433K -$16.7K -1,150 -4%
Zurich Cantonal Bank
66
Zurich Cantonal Bank
Switzerland
$422K -$6.47K -445 -2%
AAM
67
Azzad Asset Management
Virginia
$417K +$78.6K +5,406 +24%
ACM
68
Aquatic Capital Management
Illinois
$410K +$346K +23,823 +698%
LPL Financial
69
LPL Financial
California
$409K +$202K +13,905 +105%
AQR Capital Management
70
AQR Capital Management
Connecticut
$396K +$231K +15,899 +153%
CCM
71
Connective Capital Management
California
$380K +$367K +25,240 New
Barclays
72
Barclays
United Kingdom
$369K -$182K -12,518 -34%
GCP
73
GSA Capital Partners
United Kingdom
$351K +$338K +23,263 New
First Eagle Investment Management
74
First Eagle Investment Management
New York
$345K +$333K +22,880 New
EGM
75
Engineers Gate Manager
New York
$345K +$332K +22,866 New