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Star Group
SGU

Overview Fund Activity

64 hedge funds and large institutions have $129M invested in Star Group in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
16
Reduced
21
Closed
3
Calls
$288K
Puts
–
Net Calls
+$288K
Net Calls Change
-$131K

Top Buyers

1
HP
1
Hartree Partners
New York
$39.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.36M
3
HCA
3
Hyperion Capital Advisors
New York
$344K
4
Millennium Management
4
Millennium Management
New York
$464K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$637K

Top Sellers

1
BP
1
Bandera Partners
New York
$32.1M
2
Brown Advisory
2
Brown Advisory
Maryland
$6.42M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$8.52M
4
Wells Fargo
4
Wells Fargo
California
$493K
5
MWA
5
Monograph Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$246K 20,989 +6,931 +49%
MOS
27
MGO One Seven
Ohio
$210K 17,917 -118 -0.7%
CSC
28
Cove Street Capital
California
$205K 17,500 -1,000 -5%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$191K 16,296 +16,296 New
Goldman Sachs
30
Goldman Sachs
New York
$177K 15,134 -2,360 -13%
SG
31
StoneX Group
New York
$176K 15,038 -27 -0.2%
MAM
32
Marquette Asset Management
Minnesota
$176K 15,000 – –
LPL Financial
33
LPL Financial
California
$152K 13,025 -475 -4%
CHAM
34
Clear Harbor Asset Management
Connecticut
$152K 13,000 – –
American Century Companies
35
American Century Companies
Missouri
$149K 12,697 -198 -2%
CSP
36
Cary Street Partners
Virginia
$146K 12,450 – –
MIM
37
MTM Investment Management
South Carolina
$142K 12,129 +2 +0%
Ameriprise
38
Ameriprise
Minnesota
$133K 11,376 -26 -0.2%
WGAM
39
Wilkinson Global Asset Management
New York
$117K 10,000 +10,000 New
RF
40
Roxbury Financial
New Jersey
$114K 9,726 +65 +0.7%
US Bancorp
41
US Bancorp
Minnesota
$105K 9,000 – –
Raymond James Financial
42
Raymond James Financial
Florida
$89.4K 7,643 +7,643 New
Bank of America
43
Bank of America
North Carolina
$72.3K 6,177 +793 +15%
PS
44
Principal Securities
Iowa
$58.6K 5,005 – –
SWM
45
Spire Wealth Management
Virginia
$53.1K 4,537 -300 -6%
HNW
46
High Note Wealth
Minnesota
$45K 3,845 – –
CTA
47
Colonial Trust Advisors
South Carolina
$41K 3,500 – –
Jones Financial Companies
48
Jones Financial Companies
Missouri
$26.6K 2,339 – –
CBT
49
Crews Bank & Trust
Florida
$25.5K 2,182 – –
Osaic Holdings
50
Osaic Holdings
Arizona
$21.3K 1,847 – –
1
2
3