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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
DT
76
Diversified Trust
Tennessee
$897K +$175K +6,825 +19%
MF
77
Montis Financial
Massachusetts
$806K +$968K +37,759 New
M&T Bank
78
M&T Bank
New York
$778K +$466K +18,165 +99%
Legal & General Group
79
Legal & General Group
United Kingdom
$758K +$70.3K +2,742 +8%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$716K
XT
81
XTX Topco
Cayman Islands
$642K +$771K +30,062 New
JP Morgan Chase
82
JP Morgan Chase
New York
$620K -$40.2M -1,567,845 -98%
CP
83
CenterBook Partners
Connecticut
$618K -$81.8K -3,191 -10%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$606K +$728K +28,376 New
NRD
85
Nebula Research & Development
New York
$598K +$376K +14,661 +110%
Barclays
86
Barclays
United Kingdom
$487K +$13.4K +521 +2%
NG
87
Norden Group
Utah
$467K +$20.2K +788 +4%
Marshall Wace
88
Marshall Wace
United Kingdom
$439K -$11.1M -431,536 -95%
PWG
89
Portside Wealth Group
Utah
$431K +$138K +5,372 +36%
Cohen & Steers
90
Cohen & Steers
New York
$427K
P
91
&Partners
Tennessee
$405K +$222K +8,647 +88%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$374K +$235K +9,159 +109%
OF
93
Optimize Financial
California
$343K +$413K +16,085 New
US Bancorp
94
US Bancorp
Minnesota
$340K -$18.3K -715 -4%
Janus Henderson Group
95
Janus Henderson Group
$329K
PWS
96
Precision Wealth Strategies
Missouri
$308K +$102K +3,963 +38%
AI
97
Atria Investments
North Carolina
$307K +$62.7K +2,443 +20%
YIH
98
Y-Intercept (HK)
Hong Kong
$288K +$346K +13,509 New
AWAU
99
Alliance Wealth Advisors (Utah)
Utah
$281K +$96.4K +3,759 +40%
MF
100
Magnetar Financial
Illinois
$281K +$337K +13,155 New

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.