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Sotera Health

244 hedge funds and large institutions have $4.15B invested in Sotera Health in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 116 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 49

79% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 28

37% more capital invested

Capital invested by funds: $3.02B → $4.15B (+$1.13B)

9% more funds holding

Funds holding: 223244 (+21)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% less call options, than puts

Call options by funds: $547K | Put options by funds: $555K

2.76% less ownership

Funds ownership: 95.7%92.94% (-2.8%)

Holders
244
Holders Change
+21
Holders Change %
+9.42%
% of All Funds
3.2%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
50
Increased
116
Reduced
49
Closed
28
Calls
$547K
Puts
$555K
Net Calls
-$8K
Net Calls Change
-$614K
Name Holding Trade Value Shares
Change
Change in
Stake
IMC
26
Inherent Management Corp
New York
$15.3M +$5.27M +375,446 +63%
Tudor Investment Corp
27
Tudor Investment Corp
Connecticut
$12.8M -$15.3K -1,089 -0.1%
KA
28
Kerrisdale Advisers
Florida
$12.5M
GAM
29
Gotham Asset Management
New York
$10.3M +$3.21M +228,407 +54%
Bank of America
30
Bank of America
North Carolina
$9.73M -$4.18M -297,750 -32%
QCM
31
Quantinno Capital Management
New York
$9.26M +$7.08M +504,488 +601%
Citadel Advisors
32
Citadel Advisors
Florida
$8.73M +$6.56M +467,074 +531%
OCAM
33
Onex Canada Asset Management
Ontario, Canada
$8.57M +$1.83M +130,676 +32%
WP
34
Woodline Partners
California
$8.35M +$7.45M +530,724 New
UBS Group
35
UBS Group
Switzerland
$8.01M -$12.7M -905,402 -64%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$6.99M +$588K +41,891 +10%
Principal Financial Group
37
Principal Financial Group
Iowa
$6.16M +$608K +43,337 +12%
N
38
Nuveen
North Carolina
$6.01M +$518K +36,906 +11%
Invesco
39
Invesco
Georgia
$5.31M +$259K +18,470 +6%
UBS AM
40
UBS AM
Illinois
$5.01M -$3M -213,908 -40%
Swiss National Bank
41
Swiss National Bank
Switzerland
$4.76M +$59K +4,200 +1%
Barclays
42
Barclays
United Kingdom
$4.42M +$460K +32,787 +13%
PFC
43
Phocas Financial Corp
California
$4.37M +$54.6K +3,891 +1%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.02M +$17.6K +1,252 +0.5%
Hudson Bay Capital Management
45
Hudson Bay Capital Management
Connecticut
$3.93M +$3.51M +250,000 New
AG
46
Algert Global
California
$3.81M +$3.4M +242,300 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$3.75M +$488K +34,737 +17%
JP Morgan Chase
48
JP Morgan Chase
New York
$3.74M +$46.7K +3,323 +1%
NAM
49
Nexpoint Asset Management
Texas
$3.73M -$889K -63,289 -21%
AIM
50
AXA Investment Managers
France
$3.61M +$3.22M +229,239 New

SHC Hedge Fund Activity: Q3 2025 in Review

244 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q3 2025, worth a combined $4.15B — up 37% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SHC positions and 28 closed out — a net gain of 22 holders — while 116 added to existing stakes and 49 trimmed.

The largest buyer was Darsana Capital Partners, adding an estimated $70.1M. The largest seller was Warburg Pincus, cutting an estimated $168M.

  • 244 institutional investors held Sotera Health (SHC) as of Q3 2025, up from 223 in Q2 2025.
  • Funds reported $4.15B of Sotera Health stock for Q3 2025, up 37% quarter-over-quarter.
  • 50 funds opened new Sotera Health positions in Q3 2025 and 28 closed out, a net change of +22 holders.
  • The largest Sotera Health buyer in Q3 2025 was Darsana Capital Partners, an estimated $70.1M added.
  • The largest Sotera Health seller in Q3 2025 was Warburg Pincus, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.