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OS

OneStream Inc

Delisted

OS was delisted on the 31st of March, 2026.

141 hedge funds and large institutions have $1.49B invested in OneStream Inc in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,816% more call options, than puts

Call options by funds: $15.8M | Put options by funds: $825K

169% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 26

2% less capital invested

Capital invested by funds: $1.52B → $1.49B (-$29.7M)

12% less funds holding

Funds holding: 160141 (-19)

36% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 50

92.85% less ownership

Funds ownership: 188.51%95.66% (-93%)

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
141
Holders Change
-19
Holders Change %
-11.88%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
70
Reduced
26
Closed
50
Calls
$15.8M
Puts
$825K
Net Calls
+$15M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$11.1M +$12.4M +482,361 +1,323%
SGM
27
Seven Grand Managers
New York
$10.7M +$5.13M +200,000 +67%
TD Asset Management
28
TD Asset Management
Ontario, Canada
$10.7M +$7.44M +290,112 +138%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$10.4M +$12.5M +487,310 New
SFM
30
Soros Fund Management
New York
$9.98M -$20.1M -782,150 -63%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$9.66M -$1.2M -46,636 -9%
JG
32
Jain Global
New York
$8.82M +$279K +10,884 +3%
Morgan Stanley
33
Morgan Stanley
New York
$8.5M -$2.06M -80,340 -17%
Millennium Management
34
Millennium Management
New York
$7.36M -$10.8M -419,576 -55%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$7.15M +$2.85M +111,110 +50%
Charles Schwab
36
Charles Schwab
California
$6.26M +$977K +38,078 +15%
Raymond James Financial
37
Raymond James Financial
Florida
$5.69M +$6.84M +266,580 New
SEI Investments
38
SEI Investments
Pennsylvania
$5.66M +$2.92M +113,908 +75%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$5.12M +$6.15M +239,821 New
AI
40
Aperture Investors
New York
$5.04M -$15.4M -602,060 -72%
TI
41
Trexquant Investment
Connecticut
$4.84M +$5.82M +226,833 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$4.33M +$2.27M +88,706 +78%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$3.4M +$86.9K +3,390 +2%
Primecap Management
44
Primecap Management
California
$3.1M +$10.3K +400 +0.3%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$3.05M +$4.36M +170,168 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$2.87M +$827K +32,247 +32%
WP
47
Woodline Partners
California
$2.86M
Deutsche Bank
48
Deutsche Bank
Germany
$2.78M +$3.34M +130,363 New
Northern Trust
49
Northern Trust
Illinois
$2.78M +$774K +30,161 +30%
TC
50
TownSquare Capital
Utah
$2.77M +$750K +29,250 +29%

OS Hedge Fund Activity: Q1 2025 in Review

141 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in OneStream Inc (OS) for Q1 2025, worth a combined $1.49B — down 2% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of OS and 32 opened new positions — a net loss of 18 holders — while 26 trimmed existing stakes and 70 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $132M. The largest seller was Invesco, exiting entirely with an estimated $46.2M sold.

  • 141 institutional investors held OneStream Inc (OS) as of Q1 2025, down from 160 in Q4 2024.
  • Funds reported $1.49B of OneStream Inc stock for Q1 2025, down 2% quarter-over-quarter.
  • 32 funds opened new OneStream Inc positions in Q1 2025 and 50 closed out, a net change of -18 holders.
  • The largest OneStream Inc buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $132M added.
  • The largest OneStream Inc seller in Q1 2025 was Invesco, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2025.