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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
Osaic Holdings
176
Osaic Holdings
Arizona
$9.15K +$6.45K +551 +203%
BIG
177
Brooklyn Investment Group
New York
$8.17K +$4.86K +415 +130%
Russell Investments Group
178
Russell Investments Group
United Kingdom
$8.12K -$7.03K -600 -45%
C
179
Covestor
United Kingdom
$6K -$11.4K -971 -65%
CA
180
Clearstead Advisors
Ohio
$5.41K +$5.69K +486 New
HFS
181
Hantz Financial Services
Michigan
$5K +$4.53K +387 +2,037%
Wells Fargo
182
Wells Fargo
California
$4.96K +$4.8K +410 +1,139%
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$4.79K +$3.4K +290 +206%
PFBT
184
Parkside Financial Bank & Trust
Missouri
$4.64K +$2.56K +219 +111%
TCOV
185
Trust Company of Vermont
Vermont
$4.15K +$1.15K +98 +36%
Bessemer Group
186
Bessemer Group
New Jersey
$4K -$3.42K -292 -46%
SAM
187
Smartleaf Asset Management
Massachusetts
$3.56K -$281 -24 -7%
PS
188
Principal Securities
Iowa
$3.23K -$2.35K -201 -41%
LFG
189
Larson Financial Group
Missouri
$2.02K +$1.55K +132 +264%
MCM
190
MV Capital Management
Maryland
$2.01K +$1.73K +148 +448%
Group One Trading
191
Group One Trading
Illinois
$1.81K -$1.17K -100 -38%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$1.66K +$574 +49 +49%
AF
193
Allworth Financial
California
$1.64K -$129 -11 -7%
BBHC
194
Brown Brothers Harriman & Co
New York
$1.6K +$1.69K +144 New
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$1.25K +$293 +25 +29%
BFS
196
Bare Financial Services
Pennsylvania
$1.2K +$1.26K +108 New
S
197
Sachetta
Massachusetts
$1.09K -$609 -52 -35%
AssetMark Inc
198
AssetMark Inc
California
$1.01K +$679 +58 +176%
Simplex Trading
199
Simplex Trading
Illinois
$1K +$12 +1 +0.7%
HWM
200
Hemington Wealth Management
Virginia
$1K +$398 +34 +34%

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.