We are live on ! Find out more
SLP icon

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
CWP
151
Concord Wealth Partners
Virginia
$1.16K
MAFA
152
MJT & Associates Financial Advisory
Minnesota
$1.15K +$73 +5 +7%
SL
153
Salomon & Ludwin
Virginia
$1.09K +$989 +68 New
Bessemer Group
154
Bessemer Group
New Jersey
$1K
HCA
155
Harbor Capital Advisors
Illinois
$1K
UB
156
UMB Bank
Missouri
$738 -$4.23K -291 -86%
AF
157
Allworth Financial
California
$724 +$654 +45 +1,500%
TPCW
158
TD Private Client Wealth
New York
$633 +$611 +42 New
SCM
159
Sterling Capital Management
North Carolina
$603 +$44 +3 +8%
Optiver Holding
160
Optiver Holding
Netherlands
$482 +$465 +32 New
FFO
161
Fortitude Family Office
Arizona
$452 +$436 +30 New
EWA
162
EverSource Wealth Advisors
Alabama
$422 +$407 +28 New
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$392 +$378 +26 New
ADL
164
Asset Dedication LLC
California
$317
CT
165
Clearstead Trust
Maine
$211
IA
166
IFP Advisors
Florida
$181 +$174 +12 New
SS
167
SBI Securities
Japan
$75 -$1.06K -73 -94%
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$15 -$334 -23 -96%
CCA
169
Conestoga Capital Advisors
Pennsylvania
-$22.4M -1,282,143 Closed
Janus Henderson Group
170
Janus Henderson Group
United Kingdom
-$14.2M -813,157 Closed
RIM
171
Ranger Investment Management
Texas
-$6.74M -386,185 Closed
DM
172
Deerfield Management
New York
-$6.18M -354,089 Closed
SOMRS
173
State of Michigan Retirement System
Michigan
-$2.43M -139,500 Closed
SI
174
Stephens Inc
Arkansas
-$1.73M -99,339 Closed
Wellington Management Group
175
Wellington Management Group
Massachusetts
-$1.71M -98,176 Closed