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Sotera Health

285 hedge funds and large institutions have $4.67B invested in Sotera Health in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 145 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 39

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

17% more funds holding

Funds holding: 244285 (+41)

12% more capital invested

Capital invested by funds: $4.15B → $4.67B (+$519M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.29% more ownership

Funds ownership: 92.94%93.23% (+0.29%)

54% less call options, than puts

Call options by funds: $240K | Put options by funds: $527K

Holders
285
Holders Change
+41
Holders Change %
+16.8%
% of All Funds
3.47%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
78
Increased
145
Reduced
39
Closed
34
Calls
$240K
Puts
$527K
Net Calls
-$287K
Net Calls Change
-$279K
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
226
True Wealth Design
Ohio
$32.3K +$24.1K +1,456 +389%
BTI
227
Blue Trust Inc
Georgia
$28.3K -$55.8K -3,373 -68%
HFS
228
Hantz Financial Services
Michigan
$27K +$8.67K +524 +52%
RIL
229
Rothschild Investment LLC
Illinois
$26.9K +$25.2K +1,523 New
IA
230
IFP Advisors
Florida
$26.4K +$22.7K +1,371 +1,106%
AA
231
Ancora Advisors
Ohio
$23.7K +$22.2K +1,343 New
S
232
SignatureFD
Georgia
$23K +$6.8K +411 +46%
CA
233
Clearstead Advisors
Ohio
$21.1K +$10.8K +652 +120%
C
234
Covestor
United Kingdom
$17K +$33 +2 +0.2%
QL
235
Quarry LP
New York
$15.7K -$5.94K -359 -29%
Osaic Holdings
236
Osaic Holdings
Arizona
$15.5K +$50 +3 +0.3%
Bessemer Group
237
Bessemer Group
New Jersey
$15K +$1.67K +101 +13%
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$15K +$13.2K +801 +1,704%
SIC
239
SJS Investment Consulting
Ohio
$13.7K +$12.4K +752 +3,133%
SAM
240
Smartleaf Asset Management
Massachusetts
$12.9K +$5.62K +340 +89%
RFP
241
Root Financial Partners
California
$11.8K +$1.41K +85 +15%
LFG
242
Larson Financial Group
Missouri
$11K +$7.39K +447 +257%
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$9.54K +$1.82K +110 +26%
CIAM
244
Caitong International Asset Management
Hong Kong
$7.9K -$8.05K -487 -52%
AWM
245
Activest Wealth Management
Florida
$7.02K +$6.58K +398 New
QC
246
Quent Capital
New York
$6.77K +$1.84K +111 +41%
TCOV
247
Trust Company of Vermont
Vermont
$6.58K
PFBT
248
Parkside Financial Bank & Trust
Missouri
$5.73K +$1.5K +91 +39%
OP
249
ORG Partners
Indiana
$4.58K +$4.3K +260 New
GRP
250
Global Retirement Partners
California
$4.36K +$1.46K +88 +55%