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Sotera Health

205 hedge funds and large institutions have $3.16B invested in Sotera Health in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,060% more call options, than puts

Call options by funds: $808K | Put options by funds: $5K

2.15% more ownership

Funds ownership: 93.29%95.44% (+2.2%)

5% less funds holding

Funds holding: 216205 (-11)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

13% less capital invested

Capital invested by funds: $3.61B → $3.16B (-$459M)

13% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 76

29% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 35

Holders
205
Holders Change
-11
Holders Change %
-5.09%
% of All Funds
2.75%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
25
Increased
66
Reduced
76
Closed
35
Calls
$808K
Puts
$5K
Net Calls
+$803K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$1.79K -$20.7K -1,610 -91%
S
177
Sachetta
Massachusetts
$1.75K -$1.22K -95 -39%
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$1.64K -$579 -45 -24%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$1.17K
BGAI
180
Bruce G. Allen Investments
Colorado
$1.11K
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$1.01K +$579 +45 +107%
HCP
182
Hexagon Capital Partners
Arkansas
$1K
HWM
183
Hemington Wealth Management
Virginia
$1K +$592 +46 +87%
Simplex Trading
184
Simplex Trading
Illinois
$1K +$1.72K +134 New
IA
185
IFP Advisors
Florida
$991 -$1.22K -95 -53%
CPG
186
Cornerstone Planning Group
New Jersey
$924
Amundi
187
Amundi
France
$740 +$888 +69 New
BIA
188
Bell Investment Advisors
California
$665 -$4.76K -370 -87%
LFG
189
Larson Financial Group
Missouri
$583 +$643 +50 New
PWMG
190
Private Wealth Management Group
New Jersey
$572
Wells Fargo
191
Wells Fargo
California
$420 -$15K -1,168 -97%
MCM
192
MV Capital Management
Maryland
$385 -$386 -30 -48%
AssetMark Inc
193
AssetMark Inc
California
$385
SS
194
SBI Securities
Japan
$280 -$193 -15 -38%
GFPC
195
Global Financial Private Client
Florida
$257 +$180 +14 +175%
JWA
196
JFS Wealth Advisors
Pennsylvania
$222 +$142 +11 +138%
HNB
197
Huntington National Bank
Ohio
$199 +$39 +3 +21%
DPW
198
DiNuzzo Private Wealth
Pennsylvania
$187 -$103 -8 -33%
SIC
199
SJS Investment Consulting
Ohio
$187 +$103 +8 +100%
TWD
200
True Wealth Design
Ohio
$94 +$103 +8 New

SHC Hedge Fund Activity: Q1 2025 in Review

205 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Sotera Health (SHC) for Q1 2025, worth a combined $3.16B — down 13% from $3.61B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SHC and 25 opened new positions — a net loss of 10 holders — while 76 trimmed existing stakes and 66 added.

The largest buyer was TPG GP A, opening a new position worth an estimated $87.3M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $19.1M.

  • 205 institutional investors held Sotera Health (SHC) as of Q1 2025, down from 216 in Q4 2024.
  • Funds reported $3.16B of Sotera Health stock for Q1 2025, down 13% quarter-over-quarter.
  • 25 funds opened new Sotera Health positions in Q1 2025 and 35 closed out, a net change of -10 holders.
  • The largest Sotera Health buyer in Q1 2025 was TPG GP A, an estimated $87.3M added.
  • The largest Sotera Health seller in Q1 2025 was ArrowMark Colorado Holdings, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2025.