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Stepan Co

201 hedge funds and large institutions have $1.04B invested in Stepan Co in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $6.62M | Put options by funds: $1.66M

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

0.56% less ownership

Funds ownership: 84.33%83.77% (-0.56%)

3% less funds holding

Funds holding: 208201 (-7)

15% less capital invested

Capital invested by funds: $1.23B → $1.04B (-$190M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
201
Holders Change
-7
Holders Change %
-3.37%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
77
Reduced
71
Closed
30
Calls
$6.62M
Puts
$1.66M
Net Calls
+$4.95M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$5.8M +$167K +2,731 +3%
N
27
Nuveen
North Carolina
$4.97M -$76.1K -1,247 -1%
JP Morgan Chase
28
JP Morgan Chase
New York
$4.48M -$5.78M -94,623 -54%
Ohio Public Employees Retirement System (OPERS)
29
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.72M -$530K -8,678 -11%
Public Sector Pension Investment Board (PSP Investments)
30
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.69M +$876K +14,361 +27%
OKSA
31
O'Keefe Stevens Advisory
New York
$3.68M +$266K +4,352 +7%
UBS AM
32
UBS AM
Illinois
$3.65M +$165K +2,707 +4%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$3.62M -$699K -11,451 -15%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$3.38M -$43.8K -717 -1%
Legal & General Group
35
Legal & General Group
United Kingdom
$3.27M -$136K -2,227 -4%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$2.77M +$1.75M +28,640 +132%
Ameriprise
37
Ameriprise
Minnesota
$2.77M +$117K +1,921 +4%
IA
38
Icon Advisers
Colorado
$2.75M +$3.05M +50,000 New
Bank of America
39
Bank of America
North Carolina
$2.64M -$531K -8,705 -15%
Citadel Advisors
40
Citadel Advisors
Florida
$2.64M +$453K +7,418 +18%
Swiss National Bank
41
Swiss National Bank
Switzerland
$2.4M -$30.5K -500 -1%
Fisher Asset Management
42
Fisher Asset Management
Washington
$2.11M
Barclays
43
Barclays
United Kingdom
$2.03M -$597K -9,788 -21%
Millennium Management
44
Millennium Management
New York
$2.01M -$977K -16,007 -31%
DFCM
45
Dark Forest Capital Management
Puerto Rico
$1.98M +$1.03M +16,800 +88%
UBS Group
46
UBS Group
Switzerland
$1.89M -$3.63M -59,520 -63%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.72M +$1.29M +21,066 +208%
Citigroup
48
Citigroup
New York
$1.71M +$82.7K +1,355 +5%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$1.67M -$183K -3,000 -9%
Norges Bank
50
Norges Bank
Norway
$1.64M -$5.3M -86,813 -74%

SCL Hedge Fund Activity: Q1 2025 in Review

201 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q1 2025, worth a combined $1.04B — down 15% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SCL and 24 opened new positions — a net loss of 6 holders — while 71 trimmed existing stakes and 77 added.

The largest buyer was Westwood Holdings Group, adding an estimated $20.2M. The largest seller was State Street, cutting an estimated $21.4M.

  • 201 institutional investors held Stepan Co (SCL) as of Q1 2025, down from 208 in Q4 2024.
  • Funds reported $1.04B of Stepan Co stock for Q1 2025, down 15% quarter-over-quarter.
  • 24 funds opened new Stepan Co positions in Q1 2025 and 30 closed out, a net change of -6 holders.
  • The largest Stepan Co buyer in Q1 2025 was Westwood Holdings Group, an estimated $20.2M added.
  • The largest Stepan Co seller in Q1 2025 was State Street, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2025.