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Star Group

65 hedge funds and large institutions have $125M invested in Star Group in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.6% less ownership

Funds ownership: 31.99%31.39% (-0.6%)

4% less capital invested

Capital invested by funds: $129M → $125M (-$4.58M)

2% less funds holding

Funds holding: 6665 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
13
Reduced
17
Closed
6
Calls
$258K
Puts
Net Calls
+$258K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$247K -$300K -25,684 -55%
BlackRock
27
BlackRock
New York
$228K -$19.8K -1,695 -8%
AI
28
Atom Investors
Texas
$219K +$216K +18,476 New
Goldman Sachs
29
Goldman Sachs
New York
$213K +$33.5K +2,870 +19%
SG
30
StoneX Group
New York
$177K -$444 -38 -0.3%
MAM
31
Marquette Asset Management
Minnesota
$177K
LPL Financial
32
LPL Financial
California
$177K +$22.9K +1,956 +15%
Walleye Capital
33
Walleye Capital
New York
$177K +$175K +14,964 New
RRA
34
Round Rock Advisors
Connecticut
$168K +$164K +14,000 New
CHAM
35
Clear Harbor Asset Management
Connecticut
$154K
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$153K -$39.8K -3,404 -21%
KWM
37
Kingsview Wealth Management
Oregon
$150K +$148K +12,708 New
American Century Companies
38
American Century Companies
Missouri
$150K
CSP
39
Cary Street Partners
Virginia
$147K
MIM
40
MTM Investment Management
South Carolina
$144K +$23 +2 +0%
Bank of America
41
Bank of America
North Carolina
$140K +$66.2K +5,667 +92%
Ameriprise
42
Ameriprise
Minnesota
$135K
WGAM
43
Wilkinson Global Asset Management
New York
$118K
RF
44
Roxbury Financial
New Jersey
$116K +$806 +69 +0.7%
US Bancorp
45
US Bancorp
Minnesota
$106K
Osaic Holdings
46
Osaic Holdings
Arizona
$60.5K -$140 -12 -0.2%
PS
47
Principal Securities
Iowa
$59.2K
HPC
48
HM Payson & Co
Maine
$59.1K
SWM
49
Spire Wealth Management
Virginia
$53.7K
HNW
50
High Note Wealth
Minnesota
$45.5K

SGU Hedge Fund Activity: Q3 2025 in Review

65 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q3 2025, worth a combined $125M — down 3.5% from $129M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SGU and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 13 added.

The largest buyer was Arrowstreet Capital, adding an estimated $580K. The largest seller was Brown Advisory, cutting an estimated $5.52M.

  • 65 institutional investors held Star Group (SGU) as of Q3 2025, down from 66 in Q2 2025.
  • Funds reported $125M of Star Group stock for Q3 2025, down 3.5% quarter-over-quarter.
  • 5 funds opened new Star Group positions in Q3 2025 and 6 closed out, a net change of -1 holder.
  • The largest Star Group buyer in Q3 2025 was Arrowstreet Capital, an estimated $580K added.
  • The largest Star Group seller in Q3 2025 was Brown Advisory, an estimated $5.52M sold.

Based on aggregated 13F filings for Q3 2025.