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Sotera Health
SHC

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: 285 → 299 (+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: 13 → 13 (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
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$66.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$64M
3
BlackRock
BlackRock
New York
+$46M
4
SC
Sessa Capital
New York
+$41.5M
5
Janus Henderson Group
Janus Henderson Group
+$39.7M

Top Sellers

Rank Fund Capital Flow
1
WP
Warburg Pincus
New York
-$249M
2
GL
GTCR LLC
Illinois
-$166M
3
QCM
Quantinno Capital Management
New York
-$20M
4
WP
Woodline Partners
California
-$19.1M
5
CFM
Capricorn Fund Managers
United Kingdom
-$7.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
276
Elevation Wealth Partners
California
$703 -$1.03K -62 -56%
PWMG
277
Private Wealth Management Group
New Jersey
$703 – – –
PWPS
278
Pinnacle Wealth Planning Services
Ohio
$674 +$199 +12 +34%
MCM
279
Manchester Capital Management
Vermont
$617 – – –
SPIA
280
Steward Partners Investment Advisory
New York
$445 – – –
RWM
281
Rialto Wealth Management
New York
$445 +$166 +10 +48%
TFA
282
Transamerica Financial Advisors
Florida
$372 +$432 +26 New
DPW
283
DiNuzzo Private Wealth
Pennsylvania
$359 – – –
SS
284
SBI Securities
Japan
$344 – – –
VWM
285
Vermillion Wealth Management
Minnesota
$301 +$349 +21 New
BHWM
286
Bay Harbor Wealth Management
Maryland
$272 -$66 -4 -17%
CH
287
Cromwell Holdings
Wyoming
$258 +$299 +18 New
KFAS
288
Keating Financial Advisory Services
Kansas
$229 -$1.2K -72 -82%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$201 +$232 +14 New
SS
290
Sunbelt Securities
Texas
$186 -$498 -30 -70%
HIA
291
HFM Investment Advisors
New Jersey
$186 – – –
KG
292
Kilter Group
New York
$173 -$17 -1 -8%
WETS
293
Wealth Enhancement Trust Services
South Dakota
$172 – – –
HI
294
Harbour Investments
Wisconsin
$86 +$100 +6 New
DF
295
Dunhill Financial
United Kingdom
$48 – – –
HNB
296
Huntington National Bank
Ohio
$14 – – –
RWM
297
Raffa Wealth Management
District of Columbia
$14 +$17 +1 New
TPWA
298
Twin Peaks Wealth Advisors
California
$14 +$17 +1 New
Norges Bank
299
Norges Bank
Norway
– -$45.3M -2,566,807 Closed
CFM
300
Capricorn Fund Managers
United Kingdom
– -$7.94M -449,900 Closed
10 11
12
13 14

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.