Who Owns Simplify Currency Strategy ETF (FOXY)?Hedge Fund & Institutional Holders

$30.28+0.09 (+0.30%)Financial ServicesNYSE_ARCA

Institutional Holders

27

as of Q4 2025

Total Institutional Value

$3.26900021170002e+117T

% of Float Held

—

QoQ Change in Holders

+12 / -1

Price History

$23.71$25.36$27.00$28.65$30.29Feb 25Aug 25Mar 26

FOXY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
POM Investment Strategies, LLCNew Position+120K+$3.3B
HOWARD BAILEY SECURITIES, LLCNew Position+64K+$1.7B
Beacon Capital Management, LLCNew Position+60K+$1.6B
B.O.S.S. Retirement Advisors, LLCNew Position+51K+$1.4B
FSA Advisors, Inc.New Position+48K+$1.3B
CITIGROUP INCIncreased+69K+$1.2B
Authentikos Wealth Advisory, LLCNew Position+39K+$1.1B
Encompass More Asset ManagementNew Position+27K+$728.0M
Blackston Financial Advisory Group, LLCNew Position+25K+$670.0M
Lloyd Advisory Services, LLC.New Position+8K+$231.0M
Decker Retirement Planning Inc.New Position+7K+$188.0M
Sound Income Strategies, LLCNew Position+926+$25.0M
BNP PARIBAS FINANCIAL MARKETSIncreased+125K+$2.6M
Key Capital Management, INCNew Position+80K+$2.2M
Pekin Hardy Strauss, Inc.Increased+26K+$708K

FOXY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Park Edge Advisors, LLCDecreased-3K-$100.7M
PRINCIPAL SECURITIES, INC.Closed Position-275-$7K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1POM Investment Strategies, LLC120,170$3.3B1.68%Share
2Park Edge Advisors, LLC77,812$2.1B0.48%Share
3CITIGROUP INC97,600$2.0B0.88%Share
4HOWARD BAILEY SECURITIES, LLC63,971$1.7B0.69%Share
5Beacon Capital Management, LLC60,062$1.6B0.25%Share
6B.O.S.S. Retirement Advisors, LLC51,194$1.4B0.44%Share
7FSA Advisors, Inc.48,479$1.3B0.92%Share
8Authentikos Wealth Advisory, LLC39,316$1.1B0.71%Share
9CreativeOne Wealth, LLC47,800$1.0B0.02%Share
10BANK OF AMERICA CORP /DE/51,000$1.0B0.07%Share
11Encompass More Asset Management26,768$728.0M0.13%Share
12Blackston Financial Advisory Group, LLC24,632$670.0M0.41%Share
13Lloyd Advisory Services, LLC.8,492$231.0M0.09%Share
14Decker Retirement Planning Inc.6,937$188.0M0.09%Share
15Sound Income Strategies, LLC926$25.0M0.00%Share
16BNP PARIBAS FINANCIAL MARKETS250,000$6.0M0.00%Share
17Key Capital Management, INC80,274$2.2M2.16%Share
18Pekin Hardy Strauss, Inc.39,140$1.1M0.10%Share
19Networth Advisors, LLC17,341$471K0.35%Share
20CWM, LLC8,290$226K0.00%Share
21KESTRA PRIVATE WEALTH SERVICES, LLC7,645$208K0.00%Share
22AE Wealth Management LLC401,132$10K0.00%Share
23AE Wealth Management LLC10$00.00%Share
24AE Wealth Management LLC269$00.00%Share
25AE Wealth Management LLC2,765$00.00%Share
26CreativeOne Wealth, LLC1,924$00.00%Share
27AE Wealth Management LLC2,637$00.00%Share

FOXY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$18.4B+15
Q3 20257$4.4B-1
Q2 20258$10.8B+3
Q1 20255$15.2B—

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As of Q4 2025, 27 institutional investors hold FOXY (Simplify Currency Strategy ETF). The largest holder is POM Investment Strategies, LLC with $3.3B in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FOXY?

As of Q4 2025, 27 institutional investors report holding FOXY (Simplify Currency Strategy ETF) in their 13F filings.

Who is the largest institutional holder of FOXY?

The largest institutional holder of FOXY is POM Investment Strategies, LLC with $3.3B in shares.

Is institutional ownership of FOXY increasing or decreasing?

This quarter, 12 institutions opened new positions in FOXY and 1 closed their positions.