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Stepan Co
SCL

Overview Fund Activity

201 hedge funds and large institutions have $1.05B invested in Stepan Co in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
75
Reduced
66
Closed
30
Calls
$9.52M
Puts
$1.65M
Net Calls
+$7.87M
Net Calls Change
+$2.92M

Top Buyers

1
NIG
1
NFJ Investment Group
Texas
$8.66M
2
BCM
2
Bridgeway Capital Management
Texas
$5.57M
3
WHG
3
Westwood Holdings Group
Texas
$73M
4
CP
4
CenterBook Partners
Connecticut
$5.37M
5
EF
5
Empowered Funds
Pennsylvania
$3.39M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$12.8M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$4.1M
4
Invesco
4
Invesco
Georgia
$6.43M
5
Northern Trust
5
Northern Trust
Illinois
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
176
Osaic Holdings
Arizona
$6.82K -$1.48K -23 -18%
TWD
177
True Wealth Design
Ohio
$6.44K +$5.57K +102 +638%
TPWA
178
Twin Peaks Wealth Advisors
California
$6.4K +$6.4K +127 New
HCA
179
Harbor Capital Advisors
Illinois
$6K +$1.01K +18 +20%
HFS
180
Hantz Financial Services
Michigan
$6K +$6K +117 New
CFD
181
Creative Financial Designs
Indiana
$5.87K +$1.97K +36 +51%
MCM
182
MAI Capital Management
Ohio
$4.69K +$4.69K +86 New
SS
183
SBI Securities
Japan
$3.82K +$1.09K +20 +40%
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$2.84K +$1.8K +33 +174%
RTL
185
Red Tortoise LLC
Georgia
$2.62K +$2.62K +48 New
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$2.46K – – –
PWMG
187
Private Wealth Management Group
New Jersey
$2.18K +$109 +2 +5%
RIL
188
Rothschild Investment LLC
Illinois
$2.18K -$273 -5 -11%
Simplex Trading
189
Simplex Trading
Illinois
$2K +$1.84K +34 +1,133%
GRP
190
Global Retirement Partners
California
$1.69K +$1.69K +31 New
Group One Trading
191
Group One Trading
Illinois
$1.36K +$1.36K +25 New
PFBT
192
Parkside Financial Bank & Trust
Missouri
$1.15K +$492 +9 +75%
Jones Financial Companies
193
Jones Financial Companies
Missouri
$1.05K +$222 +4 +27%
Bessemer Group
194
Bessemer Group
New Jersey
$1K -$7.48K -157 -88%
GWM
195
Geneos Wealth Management
Colorado
$928 +$928 +17 New
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$873 – – –
BFS
197
Bare Financial Services
Pennsylvania
$491 +$491 +9 New
CT
198
Clearstead Trust
Maine
$328 +$328 +6 New
PWM
199
Parkworth Wealth Management
California
$273 +$273 +5 New
ECM
200
ExodusPoint Capital Management
New York
– -$1.47M -26,710 Closed
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