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Simulations Plus

160 hedge funds and large institutions have $191M invested in Simulations Plus in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

35% less capital invested

Capital invested by funds: $293M → $191M (-$102M)

Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.36M
Puts
$162K
Net Calls
Net Calls Change

Top Sellers

1 -$9.37M
2 -$3.84M
3 -$2.02M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.79M
5
Morgan Stanley
Morgan Stanley
New York
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$5.64K
HIA
127
Harbor Investment Advisory
Maryland
$4.73K
HWM
128
HighMark Wealth Management
Minnesota
$4.34K
EWA
129
EverSource Wealth Advisors
Alabama
$4.11K
Bessemer Group
130
Bessemer Group
New Jersey
$4K
CA
131
CoreCap Advisors
Michigan
$2.74K
SO
132
STRS Ohio
Ohio
$2.36K
SCM
133
Sio Capital Management
New York
$2.36K
AF
134
Allworth Financial
California
$2.31K
SC
135
SouthState Corp
Florida
$2.07K
RFP
136
Root Financial Partners
California
$1.92K
SAM
137
Smartleaf Asset Management
Massachusetts
$1.76K
Optiver Holding
138
Optiver Holding
Netherlands
$1.51K
SCM
139
Sterling Capital Management
North Carolina
$1.29K
SPIA
140
Steward Partners Investment Advisory
New York
$1.18K
PWA
141
Physician Wealth Advisors
Utah
$1.04K
MAFA
142
MJT & Associates Financial Advisory
Minnesota
$899
RIL
143
Rothschild Investment LLC
Illinois
$863
NFSG
144
Newbridge Financial Services Group
Florida
$745
TWD
145
True Wealth Design
Ohio
$627
IA
146
IFP Advisors
Florida
$579
TPCW
147
TD Private Client Wealth
New York
$496
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$437
FFA
149
Farther Finance Advisors
California
$407
UBS AM
150
UBS AM
Illinois
$284