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Sotera Health
SHC

244 hedge funds and large institutions have $4.15B invested in Sotera Health in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 116 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 49

79% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 28

37% more capital invested

Capital invested by funds: $3.02B → $4.15B (+$1.13B)

9% more funds holding

Funds holding: 223 → 244 (+21)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

1% less call options, than puts

Call options by funds: $547K | Put options by funds: $555K

2.76% less ownership

Funds ownership: 95.7% → 92.94% (-2.8%)

Holders
244
Holders Change
+21
Holders Change %
+9.42%
% of All Funds
3.2%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
50
Increased
116
Reduced
49
Closed
28
Calls
$547K
Puts
$555K
Net Calls
-$8K
Net Calls Change
-$614K

Top Buyers

Rank Fund Capital Flow
1
DCP
Darsana Capital Partners
New York
+$70.1M
2
SC
Sessa Capital
New York
+$50.8M
3
SC
Sculptor Capital
New York
+$25.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.9M
5
BlackRock
BlackRock
New York
+$21M

Top Sellers

Rank Fund Capital Flow
1
WP
Warburg Pincus
New York
-$168M
2
GL
GTCR LLC
Illinois
-$112M
3
KCM
Khrom Capital Management
Florida
-$17.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.7M
5
MC
MIG Capital
California
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
226
JPL Wealth Management
Colorado
$866 +$772 +55 New
BIA
227
Bell Investment Advisors
California
$787 – – –
PWMG
228
Private Wealth Management Group
New Jersey
$771 – – –
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$739 – – –
TFA
230
Transamerica Financial Advisors
Florida
$692 +$618 +44 New
EWP
231
Elevation Wealth Partners
California
$567 +$505 +36 New
SPIA
232
Steward Partners Investment Advisory
New York
$488 – – –
DPW
233
DiNuzzo Private Wealth
Pennsylvania
$475 -$42 -3 -9%
SS
234
SBI Securities
Japan
$378 – – –
SIC
235
SJS Investment Consulting
Ohio
$378 +$70 +5 +26%
RWM
236
Rialto Wealth Management
New York
$331 +$84 +6 +40%
ASN
237
Advisory Services Network
Georgia
$283 +$253 +18 New
HNB
238
Huntington National Bank
Ohio
$268 – – –
AGWCA
239
Annis Gardner Whiting Capital Advisors
Florida
$221 +$197 +14 New
HIA
240
HFM Investment Advisors
New Jersey
$204 – – –
BHWM
241
Bay Harbor Wealth Management
Maryland
$173 +$28 +2 +22%
TIM
242
Tortoise Investment Management
New York
$142 +$126 +9 New
KCM
243
Khrom Capital Management
Florida
– -$17.3M -1,556,635 Closed
Norges Bank
244
Norges Bank
Norway
– -$9.61M -863,943 Closed
Point72 Asset Management
245
Point72 Asset Management
Connecticut
– -$2.01M -180,371 Closed
GCM
246
Ghisallo Capital Management
Massachusetts
– -$1.57M -141,376 Closed
OTPPB
247
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.18M -106,016 Closed
SSA
248
Schonfeld Strategic Advisors
New York
– -$832K -74,848 Closed
EGM
249
Engineers Gate Manager
New York
– -$766K -68,848 Closed
Balyasny Asset Management
250
Balyasny Asset Management
Illinois
– -$674K -60,626 Closed
7 8 9
10
11

SHC Hedge Fund Activity: Q3 2025 in Review

244 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q3 2025, worth a combined $4.15B — up 37% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SHC positions and 28 closed out — a net gain of 22 holders — while 116 added to existing stakes and 49 trimmed.

The largest buyer was Darsana Capital Partners, adding an estimated $70.1M. The largest seller was Warburg Pincus, cutting an estimated $168M.

  • 244 institutional investors held Sotera Health (SHC) as of Q3 2025, up from 223 in Q2 2025.
  • Funds reported $4.15B of Sotera Health stock for Q3 2025, up 37% quarter-over-quarter.
  • 50 funds opened new Sotera Health positions in Q3 2025 and 28 closed out, a net change of +22 holders.
  • The largest Sotera Health buyer in Q3 2025 was Darsana Capital Partners, an estimated $70.1M added.
  • The largest Sotera Health seller in Q3 2025 was Warburg Pincus, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.