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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
MCM
251
MAI Capital Management
Ohio
$3.65K +$2.43K +147 +245%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$2.89K +$232 +14 +9%
MCM
253
MV Capital Management
Maryland
$2.77K
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$2.65K +$17 +1 +0.7%
BBHC
255
Brown Brothers Harriman & Co
New York
$2.54K
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$2.33K +$331 +20 +18%
EWP
257
Elevation Wealth Partners
California
$1.96K +$1.24K +75 +208%
JWA
258
JFS Wealth Advisors
Pennsylvania
$1.85K +$645 +39 +59%
S
259
Sachetta
Massachusetts
$1.73K
BFS
260
Bare Financial Services
Pennsylvania
$1.69K +$513 +31 +48%
AssetMark Inc
261
AssetMark Inc
California
$1.6K
GFA
262
Godfrey Financial Associates
New York
$1.6K +$1.5K +91 New
KFAS
263
Keating Financial Advisory Services
Kansas
$1.55K +$1.46K +88 New
TM
264
Torren Management
California
$1.22K +$1.14K +69 New
AGWCA
265
Annis Gardner Whiting Capital Advisors
Florida
$1.04K +$744 +45 +321%
BIA
266
Bell Investment Advisors
California
$882
PWMG
267
Private Wealth Management Group
New Jersey
$865
MCM
268
Manchester Capital Management
Vermont
$759 +$711 +43 New
SS
269
Sunbelt Securities
Texas
$759 +$711 +43 New
FFO
270
Fortitude Family Office
Arizona
$670 -$331 -20 -34%
PWPS
271
Pinnacle Wealth Planning Services
Ohio
$617 +$579 +35 New
SPIA
272
Steward Partners Investment Advisory
New York
$547
EW
273
Elyxium Wealth
California
$529 +$496 +30 New
DPW
274
DiNuzzo Private Wealth
Pennsylvania
$441 -$66 -4 -14%
SS
275
SBI Securities
Japan
$423