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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
Morgan Stanley
1
Morgan Stanley
New York
$19.6M +$7.21M +495,788 +62%
BlackRock
2
BlackRock
New York
$18.5M -$18.6M -1,276,977 -51%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.7M -$2.93M -201,543 -17%
FLAM
4
First Light Asset Management
Minnesota
$11.6M +$5.97M +410,603 +115%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$11.2M +$5.33M +366,801 +97%
Ameriprise
6
Ameriprise
Minnesota
$10.9M -$2.23M -153,111 -17%
TCM
7
Tributary Capital Management
Nebraska
$8.57M +$3.01M +207,214 +57%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.19M -$1.08M -74,552 -15%
State Street
9
State Street
Massachusetts
$6.01M -$4M -275,159 -41%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.94M -$54.7K -3,760 -0.9%
SIMG
11
Stephens Investment Management Group
Texas
$5.92M +$1.81M +124,264 +46%
KCM
12
Kennedy Capital Management
Missouri
$5.58M -$207K -14,266 -4%
Bank of America
13
Bank of America
North Carolina
$5.57M +$2.33M +160,367 +77%
Citadel Advisors
14
Citadel Advisors
Florida
$5.31M +$3.3M +226,736 +180%
RA
15
Royce & Associates
New York
$5.26M +$1.22M +83,758 +32%
SCM
16
Sio Capital Management
New York
$4.83M +$4.66M +320,307 New
Millennium Management
17
Millennium Management
New York
$4.61M -$3.62M -248,860 -45%
Marshall Wace
18
Marshall Wace
United Kingdom
$3.77M +$1.7M +117,204 +88%
UBS Group
19
UBS Group
Switzerland
$3.64M +$1.34M +92,352 +62%
Squarepoint
20
Squarepoint
New York
$3.32M +$2.69M +184,725 +522%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$3.28M +$3.17M +217,810 New
Northern Trust
22
Northern Trust
Illinois
$3.13M -$609K -41,887 -17%
Jane Street
23
Jane Street
New York
$3.05M +$2.49M +170,967 +544%
HIM
24
Herald Investment Management
United Kingdom
$3.02M +$2.91M +200,000 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.92M +$482K +33,117 +21%