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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
GI
126
GAMMA Investing
California
$11.5K -$3.78K -260 -25%
BC
127
Broadwater Capital
Massachusetts
$10.5K -$167K -11,515 -94%
HNB
128
Huntington National Bank
Ohio
$9.04K -$3.33K -229 -28%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$8.95K -$14.1K -971 -62%
EP
130
Essential Partners
California
$8.7K +$8.39K +577 New
Group One Trading
131
Group One Trading
Illinois
$8.35K +$8.06K +554 New
PE
132
Point72 Europe
United Kingdom
$8.35K +$8.06K +554 New
AB
133
Amalgamated Bank
New York
$8K -$59.4K -4,085 -89%
SAM
134
Smartleaf Asset Management
Massachusetts
$7.76K +$2.25K +155 +42%
PTC
135
Private Trust Company
Ohio
$6.41K +$4.16K +286 +206%
HIA
136
Harbor Investment Advisory
Maryland
$6.03K
ASN
137
Advisory Services Network
Georgia
$5.59K +$5.39K +371 New
HWM
138
HighMark Wealth Management
Minnesota
$5.53K +$5.34K +367 New
AAP
139
Arax Advisory Partners
Colorado
$5K +$4.83K +332 New
LFG
140
Larson Financial Group
Missouri
$4.85K +$4.49K +309 +2,377%
PFBT
141
Parkside Financial Bank & Trust
Missouri
$4.57K +$4.41K +303 New
VCM
142
Versant Capital Management
Arizona
$4.22K +$2.41K +166 +146%
CA
143
CoreCap Advisors
Michigan
$3.51K
SO
144
STRS Ohio
Ohio
$3.01K
RIL
145
Rothschild Investment LLC
Illinois
$2.56K +$2.47K +170 New
PS
146
Principal Securities
Iowa
$2.32K +$800 +55 +56%
NWM
147
Nova Wealth Management
Florida
$2.26K +$2.18K +150 New
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$2.19K +$1.89K +130 +867%
GRP
149
Global Retirement Partners
California
$1.75K +$785 +54 +87%
SPIA
150
Steward Partners Investment Advisory
New York
$1.7K +$1.64K +113 New