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Sotera Health

223 hedge funds and large institutions have $3.02B invested in Sotera Health in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 104 increasing their positions, 48 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 48

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more funds holding

Funds holding: 205223 (+18)

0.26% more ownership

Funds ownership: 95.44%95.7% (+0.26%)

4% less capital invested

Capital invested by funds: $3.16B → $3.02B (-$135M)

Holders
223
Holders Change
+18
Holders Change %
+8.78%
% of All Funds
2.94%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
49
Increased
104
Reduced
48
Closed
30
Calls
$606K
Puts
Net Calls
+$606K
Net Calls Change
-$197K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$11.4M -$332K -28,357 -3%
Bank of America
27
Bank of America
North Carolina
$10.2M +$3.08M +262,772 +40%
Norges Bank
28
Norges Bank
Norway
$9.61M -$3.16M -269,726 -24%
Tudor Investment Corp
29
Tudor Investment Corp
Connecticut
$9.05M -$1.1M -93,645 -10%
KA
30
Kerrisdale Advisers
Florida
$8.84M
VC
31
Voss Capital
Texas
$8.34M +$2.93M +250,000 +50%
IMC
32
Inherent Management Corp
New York
$6.64M
UBS AM
33
UBS AM
Illinois
$5.92M +$2.22M +189,413 +55%
Millennium Management
34
Millennium Management
New York
$5.83M +$5.86M +500,034 +2,039%
GAM
35
Gotham Asset Management
New York
$4.72M +$1.1M +94,332 +29%
OCAM
36
Onex Canada Asset Management
Ontario, Canada
$4.6M +$1.85M +157,826 +62%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.48M +$93.2K +7,959 +2%
ECM
38
ExodusPoint Capital Management
New York
$4.25M +$1.41M +120,014 +46%
Principal Financial Group
39
Principal Financial Group
Iowa
$3.87M -$50.1K -4,278 -1%
N
40
Nuveen
North Carolina
$3.84M -$407K -34,790 -9%
Invesco
41
Invesco
Georgia
$3.55M +$149K +12,758 +4%
NAM
42
Nexpoint Asset Management
Texas
$3.34M +$3.52M +300,631 New
Swiss National Bank
43
Swiss National Bank
Switzerland
$3.32M -$39.8K -3,400 -1%
TI
44
Trexquant Investment
Connecticut
$3.25M +$3.43M +292,586 New
PFC
45
Phocas Financial Corp
California
$3.05M +$468 +40 +0%
Legal & General Group
46
Legal & General Group
United Kingdom
$2.83M +$111K +9,462 +4%
Barclays
47
Barclays
United Kingdom
$2.76M +$1.74M +148,431 +149%
JP Morgan Chase
48
JP Morgan Chase
New York
$2.6M +$1.81K +155 +0.1%
DCM
49
DME Capital Management
New York
$2.6M +$2.74M +233,690 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$2.27M -$37.4K -3,193 -2%

SHC Hedge Fund Activity: Q2 2025 in Review

223 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q2 2025, worth a combined $3.02B — down 4.3% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SHC positions and 30 closed out — a net gain of 19 holders — while 104 added to existing stakes and 48 trimmed.

The largest buyer was Sculptor Capital, adding an estimated $28.8M. The largest seller was TPG GP A, exiting entirely with an estimated $79.1M sold.

  • 223 institutional investors held Sotera Health (SHC) as of Q2 2025, up from 205 in Q1 2025.
  • Funds reported $3.02B of Sotera Health stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 49 funds opened new Sotera Health positions in Q2 2025 and 30 closed out, a net change of +19 holders.
  • The largest Sotera Health buyer in Q2 2025 was Sculptor Capital, an estimated $28.8M added.
  • The largest Sotera Health seller in Q2 2025 was TPG GP A, an estimated $79.1M sold.

Based on aggregated 13F filings for Q2 2025.