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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
BlackRock
1
BlackRock
New York
$180M -$4.74M -77,723 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$142M +$668K +10,940 +0.4%
HighTower Advisors
3
HighTower Advisors
Illinois
$83.2M +$49.5K +811 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$70.2M -$2.15M -35,264 -3%
WHG
5
Westwood Holdings Group
Texas
$69M +$20.2M +331,210 +36%
State Street
6
State Street
Massachusetts
$51.4M -$21.4M -351,422 -27%
First Trust Advisors
7
First Trust Advisors
Illinois
$41.5M +$5.68M +93,045 +14%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$34.7M -$440K -7,208 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$27.5M +$1.02M +16,651 +3%
American Century Companies
10
American Century Companies
Missouri
$27.2M +$2.62M +43,006 +10%
Morgan Stanley
11
Morgan Stanley
New York
$26.1M -$2.32M -38,078 -7%
Charles Schwab
12
Charles Schwab
California
$23.5M +$1.41M +23,022 +6%
SAM
13
Southernsun Asset Management
Tennessee
$20.7M -$468K -7,676 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$17.2M -$542K -8,882 -3%
Northern Trust
15
Northern Trust
Illinois
$15.5M +$206K +3,368 +1%
CAM
16
Cresset Asset Management
Illinois
$11M +$1.65K +27 +0%
GAM
17
Gotham Asset Management
New York
$9.46M +$201K +3,299 +2%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$8.63M -$296K -4,855 -3%
Invesco
19
Invesco
Georgia
$8.62M +$662K +10,840 +7%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$8.34M +$5.25M +86,100 +131%
GWI
21
Grace & White Inc
New York
$7.43M +$846K +13,866 +11%
ProShare Advisors
22
ProShare Advisors
Maryland
$6.97M +$1M +16,450 +15%
Goldman Sachs
23
Goldman Sachs
New York
$6.41M -$1.41M -23,077 -17%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$6.32M +$1.67M +27,288 +31%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$6.02M +$639K +10,464 +11%

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.