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Sotera Health

281 hedge funds and large institutions have $4.66B invested in Sotera Health in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 144 increasing their positions, 38 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.14% more ownership

Funds ownership: 92.94%93.08% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

54% less call options, than puts

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

Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240K
Puts
$527K
Net Calls
Net Calls Change

Top Buyers

1 +$176M
2 +$127M
3 +$61.8M
4
BlackRock
BlackRock
New York
+$47.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$45.6M

Top Sellers

1 -$458M
2 -$306M
3 -$37.4M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$28M
5
Morgan Stanley
Morgan Stanley
New York
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
251
Brown Brothers Harriman & Co
New York
$2.54K
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$2.33K
EWP
253
Elevation Wealth Partners
California
$1.96K
JWA
254
JFS Wealth Advisors
Pennsylvania
$1.85K
S
255
Sachetta
Massachusetts
$1.73K
BFS
256
Bare Financial Services
Pennsylvania
$1.69K
AssetMark Inc
257
AssetMark Inc
California
$1.6K
GFA
258
Godfrey Financial Associates
New York
$1.6K
KFAS
259
Keating Financial Advisory Services
Kansas
$1.55K
TM
260
Torren Management
California
$1.22K
AGWCA
261
Annis Gardner Whiting Capital Advisors
Florida
$1.04K
BIA
262
Bell Investment Advisors
California
$882
PWMG
263
Private Wealth Management Group
New Jersey
$865
MCM
264
Manchester Capital Management
Vermont
$759
SS
265
Sunbelt Securities
Texas
$759
FFO
266
Fortitude Family Office
Arizona
$670
PWPS
267
Pinnacle Wealth Planning Services
Ohio
$617
SPIA
268
Steward Partners Investment Advisory
New York
$547
EW
269
Elyxium Wealth
California
$529
DPW
270
DiNuzzo Private Wealth
Pennsylvania
$441
SS
271
SBI Securities
Japan
$423
BHWM
272
Bay Harbor Wealth Management
Maryland
$405
Optiver Holding
273
Optiver Holding
Netherlands
$388
RWM
274
Rialto Wealth Management
New York
$371
KG
275
Kilter Group
New York
$230