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Stepan Co

204 hedge funds and large institutions have $926M invested in Stepan Co in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $6.41M | Put options by funds: $4.27M

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0.98% more ownership

Funds ownership: 84.89%85.87% (+0.98%)

0% more funds holding

Funds holding: 204204 (0)

7% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 73

11% less capital invested

Capital invested by funds: $1.05B → $926M (-$120M)

Holders
204
Holders Change
Holders Change %
0%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
68
Reduced
73
Closed
26
Calls
$6.41M
Puts
$4.27M
Net Calls
+$2.15M
Net Calls Change
-$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$153M -$2.18M -42,070 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$123M -$847K -16,320 -0.6%
HighTower Advisors
3
HighTower Advisors
Illinois
$76.3M +$4.76M +91,746 +6%
WHG
4
Westwood Holdings Group
Texas
$72.7M +$9.77M +188,259 +14%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$58.4M -$1.38M -26,660 -2%
State Street
6
State Street
Massachusetts
$43.8M +$17.6K +339 +0%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$33.2M +$543K +10,462 +2%
American Century Companies
8
American Century Companies
Missouri
$28M +$2.36M +45,520 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$24.4M +$199K +3,831 +0.8%
Charles Schwab
10
Charles Schwab
California
$21.7M -$106K -2,047 -0.4%
SAM
11
Southernsun Asset Management
Tennessee
$21.3M +$2.11M +40,645 +10%
Morgan Stanley
12
Morgan Stanley
New York
$12.9M -$108K -2,082 -0.8%
Northern Trust
13
Northern Trust
Illinois
$11.5M -$283K -5,461 -2%
CAM
14
Cresset Asset Management
Illinois
$10.6M +$1.2M +23,124 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.2M -$1.07M -20,704 -9%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$9.98M +$1.59M +30,564 +17%
ICM
17
Invenomic Capital Management
Massachusetts
$8.62M +$9.38M +180,717 New
GAM
18
Gotham Asset Management
New York
$8.03M -$24.6K -474 -0.3%
AG
19
Algert Global
California
$7.67M +$5.65M +108,826 +209%
NIG
20
NFJ Investment Group
Texas
$7.49M -$91.2K -1,757 -1%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$7.11M +$1.18M +22,683 +18%
GWI
22
Grace & White Inc
New York
$6.77M -$75.2K -1,450 -1%
Invesco
23
Invesco
Georgia
$6.2M +$632K +12,187 +10%
ProShare Advisors
24
ProShare Advisors
Maryland
$6.17M +$761K +14,675 +13%
UBS Group
25
UBS Group
Switzerland
$5.96M +$5.01M +96,526 +339%

SCL Hedge Fund Activity: Q3 2025 in Review

204 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Stepan Co (SCL) for Q3 2025, worth a combined $926M — down 11% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SCL positions and 26 closed out — a net gain of 1 holder — while 68 added to existing stakes and 73 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $9.77M. The largest seller was First Trust Advisors, cutting an estimated $35.7M.

  • 204 institutional investors held Stepan Co (SCL) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $926M of Stepan Co stock for Q3 2025, down 11% quarter-over-quarter.
  • 27 funds opened new Stepan Co positions in Q3 2025 and 26 closed out, a net change of +1 holder.
  • The largest Stepan Co buyer in Q3 2025 was Westwood Holdings Group, an estimated $9.77M added.
  • The largest Stepan Co seller in Q3 2025 was First Trust Advisors, an estimated $35.7M sold.

Based on aggregated 13F filings for Q3 2025.