SIM Acquisition Corp. I (SIMA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

30,678,673Shares Outstanding

16,359,738Shares held by institutions

$175,212,794Value of institutional holdings

74.13%Institutional ownership %

2.43%Shares Changed QoQ

41No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 41 institutional investors hold a position in SIM Acquisition Corp. I (NASDAQ:SIMA).

The collective stake of institutional investors in SIM Acquisition Corp. I moved to 74.1% in December 2025, a shift up from the 73.4% reported for September 2025.
Institutional share ownership changed by 2.43% QoQ, while the number of institutional owners saw no change YoY.
The latest 13F cycle for SIM Acquisition Corp. I reveals that of 41 total investors, 7 funds grew their exposure, whereas 9 reduced theirs and 25 made no changes.
This class of investors increased its holdings in SIM Acquisition Corp. I to 22.74Mn shares for the 13F-cycle ending December 2025, up by 538.79K shares quarter on quarter, and up 4.48Mn shares year over year.
With 1.95Mn shares, Magnetar Financial LLC commands the largest institutional position in SIM Acquisition Corp. I as of December 31, 2025, equating to 6.34% of the company.
Among the most significant buyers of SIM Acquisition Corp. I during December 2025 were MIZUHO SECURITIES USA LLC (372.98K), L1 Global Manager Pty Ltd (200.00K), Radcliffe Capital Management, L.P. (26.29K), Shaolin Capital Management LLC (11.60K), UBS Group AG (9.92K).
Leading sellers of SIM Acquisition Corp. I stock in December 2025 included Karpus Management, Inc. (33.27K), Schonfeld Strategic Advisors LLC (18.37K), RIVERNORTH CAPITAL MANAGEMENT, LLC (12.23K), GLAZER CAPITAL, LLC (9.99K), Wealthspring Capital LLC (7.88K).
The top 10 institutional holders of SIM Acquisition Corp. I for the quarter ending December 2025 included Magnetar Financial LLC (1.95Mn), First Trust Capital Management L.P. (1.80Mn), PICTON MAHONEY ASSET MANAGEMENT (1.80Mn), Karpus Management, Inc. (1.74Mn), AQR Arbitrage LLC (1.46Mn), Westchester Capital Management, LLC (1.27Mn), D. E. Shaw & Co., Inc. (987.50K), LMR Partners LLP (980.00K), MMCAP International Inc. SPC (980.00K), Alberta Investment Management Corp (750.00K).

41 Institutional Holders

16,359,738 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Magnetar Financial LLC	31 Dec, 2025	1,945,196	0	0.00%	$20,599,626.00
First Trust Capital Management L.P.	31 Dec, 2025	1,800,000	0	0.00%	$19,062,000.00
PICTON MAHONEY ASSET MANAGEMENT	31 Dec, 2025	1,800,000	0	0.00%	$19,062,000.00
Karpus Management, Inc.	31 Dec, 2025	1,735,497	-33,270	-1.88%	$18,378,913.00
AQR Arbitrage LLC	31 Dec, 2025	1,455,722	0	0.00%	$15,416,096.00
Westchester Capital Management, LLC	31 Dec, 2025	1,270,312	0	0.00%	$13,452,604.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	987,497	0	0.00%	$10,457,593.00
LMR Partners LLP	31 Dec, 2025	980,000	0	0.00%	$10,378,200.00
MMCAP International Inc. SPC	31 Dec, 2025	980,000	0	0.00%	$10,378,200.00
Alberta Investment Management Corp	31 Dec, 2025	750,000	0	0.00%	$7,942,500.00
WOLVERINE ASSET MANAGEMENT LLC	31 Dec, 2025	732,459	8,514	1.18%	$7,756,741.00
MIZUHO SECURITIES USA LLC	31 Dec, 2025	648,610	372,984	135.32%	$6,835,250.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	623,342	0	0.00%	$6,601,192.00
Wealthspring Capital LLC	31 Dec, 2025	621,098	-7,882	-1.25%	$6,577,428.00
Hudson Bay Capital Management LP	31 Dec, 2025	597,018	0	0.00%	$6,322,421.00
Radcliffe Capital Management, L.P.	31 Dec, 2025	536,322	26,290	5.15%	$5,679,650.00
BERKLEY W R CORP	31 Dec, 2025	521,518	0	0.00%	$5,522,876.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	500,000	0	0.00%	$5,295,000.00
WHITEBOX ADVISORS LLC	31 Dec, 2025	500,000	0	0.00%	$5,295,000.00
PERISCOPE CAPITAL INC.	31 Dec, 2025	450,000	0	0.00%	$4,765,500.00

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