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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
SO
201
Sierra Ocean
California
$890 +$937 +80 New
GWM
202
Geneos Wealth Management
Colorado
$812
MCM
203
MAI Capital Management
Ohio
$668 -$1.18K -101 -63%
JWA
204
JFS Wealth Advisors
Pennsylvania
$634 +$445 +38 +200%
KG
205
Kilter Group
New York
$634 +$668 +57 New
BIA
206
Bell Investment Advisors
California
$556 -$82 -7 -12%
PWMG
207
Private Wealth Management Group
New Jersey
$545
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$523 +$550 +47 New
FFO
209
Fortitude Family Office
Arizona
$378 +$398 +34 New
DPW
210
DiNuzzo Private Wealth
Pennsylvania
$356 +$187 +16 +100%
SPIA
211
Steward Partners Investment Advisory
New York
$345 +$363 +31 New
TWD
212
True Wealth Design
Ohio
$323 +$246 +21 +263%
SS
213
SBI Securities
Japan
$267
SIC
214
SJS Investment Consulting
Ohio
$212 +$35 +3 +19%
SHIM
215
Stone House Investment Management
Pennsylvania
$211 +$223 +19 New
HNB
216
Huntington National Bank
Ohio
$189
GRP
217
Global Retirement Partners
California
$189 +$199 +17 New
RWM
218
Rialto Wealth Management
New York
$167 +$176 +15 New
HIA
219
HFM Investment Advisors
New Jersey
$145 +$129 +11 +550%
BHWM
220
Bay Harbor Wealth Management
Maryland
$100 +$70 +6 +200%
EP
221
Essential Partners
California
$89 +$94 +8 New
PWM
222
Parkworth Wealth Management
California
$44 +$47 +4 New
TPWA
223
Twin Peaks Wealth Advisors
California
$15 +$12 +1 New
TGA
224
TPG GP A
Texas
-$79.1M -6,786,110 Closed
ACH
225
ArrowMark Colorado Holdings
Colorado
-$21.8M -1,867,829 Closed

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.