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Sotera Health

296 hedge funds and large institutions have $3.93B invested in Sotera Health in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 148 increasing their positions, 59 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 59

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

4% more funds holding

Funds holding: 285296 (+11)

3.66% more ownership

Funds ownership: 93.23%96.89% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

16% less capital invested

Capital invested by funds: $4.67B → $3.93B (-$745M)

Holders
296
Holders Change
+11
Holders Change %
+3.86%
% of All Funds
3.64%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
57
Increased
148
Reduced
59
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Smartleaf Asset Management
Massachusetts
$9.16K -$548 -33 -5%
C
252
Covestor
United Kingdom
$8K -$7.24K -436 -45%
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$6.18K -$1.83K -110 -20%
BWA
254
Basecamp Wealth Advisors
Washington
$5.65K +$6.54K +394 New
SC
255
SMA Capital
New York
$5.49K +$6.36K +383 New
AWM
256
Activest Wealth Management
Florida
$4.33K -$1.59K -96 -24%
QC
257
Quent Capital
New York
$3.53K -$2.29K -138 -36%
PFBT
258
Parkside Financial Bank & Trust
Missouri
$3.36K -$1.51K -91 -28%
LFG
259
Larson Financial Group
Missouri
$2.92K -$6.92K -417 -67%
ASN
260
Advisory Services Network
Georgia
$2.87K +$3.32K +200 New
BFS
261
Bare Financial Services
Pennsylvania
$2.74K +$1.58K +95 +99%
CFO
262
CVA Family Office
Colorado
$2.38K +$2.76K +166 New
MCM
263
MV Capital Management
Maryland
$2.25K
BBHC
264
Brown Brothers Harriman & Co
New York
$2.06K
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$1.89K
JWM
266
JPL Wealth Management
Colorado
$1.72K +$1.99K +120 New
Mirae Asset Global Investments
267
Mirae Asset Global Investments
South Korea
$1.59K +$1.84K +111 New
JWA
268
JFS Wealth Advisors
Pennsylvania
$1.58K +$83 +5 +5%
S
269
Sachetta
Massachusetts
$1.41K
AssetMark Inc
270
AssetMark Inc
California
$1.33K +$33 +2 +2%
GFA
271
Godfrey Financial Associates
New York
$1.3K
FFO
272
Fortitude Family Office
Arizona
$760 +$249 +15 +39%
BIA
273
Bell Investment Advisors
California
$717
EWP
274
Elevation Wealth Partners
California
$703 -$1.03K -62 -56%
PWMG
275
Private Wealth Management Group
New Jersey
$703