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Sotera Health

299 hedge funds and large institutions have $3.93B invested in Sotera Health in 2026 Q1 according to their latest regulatory filings, with 60 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

54% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 39

5% more funds holding

Funds holding: 285299 (+14)

3.68% more ownership

Funds ownership: 93.23%96.91% (+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 (-$744M)

Holders
299
Holders Change
+14
Holders Change %
+4.91%
% of All Funds
3.66%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
60
Increased
148
Reduced
59
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
251
Osaic Holdings
Arizona
$11.1K -$1.74K -105 -12%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$9.16K +$7.89K +475 +290%
SAM
253
Smartleaf Asset Management
Massachusetts
$9.16K -$548 -33 -5%
C
254
Covestor
United Kingdom
$8K -$7.24K -436 -45%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$6.18K -$1.83K -110 -20%
BWA
256
Basecamp Wealth Advisors
Washington
$5.65K +$6.54K +394 New
SC
257
SMA Capital
New York
$5.49K +$6.36K +383 New
AWM
258
Activest Wealth Management
Florida
$4.33K -$1.59K -96 -24%
QC
259
Quent Capital
New York
$3.53K -$2.29K -138 -36%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$3.36K -$1.51K -91 -28%
LFG
261
Larson Financial Group
Missouri
$2.92K -$6.92K -417 -67%
ASN
262
Advisory Services Network
Georgia
$2.87K +$3.32K +200 New
BFS
263
Bare Financial Services
Pennsylvania
$2.74K +$1.58K +95 +99%
CFO
264
CVA Family Office
Colorado
$2.38K +$2.76K +166 New
MCM
265
MV Capital Management
Maryland
$2.25K
BBHC
266
Brown Brothers Harriman & Co
New York
$2.06K
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$1.89K
JWM
268
JPL Wealth Management
Colorado
$1.72K +$1.99K +120 New
Mirae Asset Global Investments
269
Mirae Asset Global Investments
South Korea
$1.59K +$1.84K +111 New
JWA
270
JFS Wealth Advisors
Pennsylvania
$1.58K +$83 +5 +5%
S
271
Sachetta
Massachusetts
$1.41K
AssetMark Inc
272
AssetMark Inc
California
$1.33K +$33 +2 +2%
GFA
273
Godfrey Financial Associates
New York
$1.3K
FFO
274
Fortitude Family Office
Arizona
$760 +$249 +15 +39%
BIA
275
Bell Investment Advisors
California
$717

SHC Hedge Fund Activity: Q1 2026 in Review

299 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q1 2026, worth a combined $3.93B — down 16% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SHC positions and 39 closed out — a net gain of 21 holders — while 148 added to existing stakes and 59 trimmed.

The largest buyer was Wells Fargo, adding an estimated $66.4M. The largest seller was Warburg Pincus, cutting an estimated $249M.

  • 299 institutional investors held Sotera Health (SHC) as of Q1 2026, up from 285 in Q4 2025.
  • Funds reported $3.93B of Sotera Health stock for Q1 2026, down 16% quarter-over-quarter.
  • 60 funds opened new Sotera Health positions in Q1 2026 and 39 closed out, a net change of +21 holders.
  • The largest Sotera Health buyer in Q1 2026 was Wells Fargo, an estimated $66.4M added.
  • The largest Sotera Health seller in Q1 2026 was Warburg Pincus, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2026.