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Sotera Health
SHC

Overview Fund Activity

222 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, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+17
Holders Change %
+8.29%
% of All Funds
2.98%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
49
Increased
104
Reduced
47
Closed
30
Calls
$606K
Puts
–
Net Calls
+$606K
Net Calls Change
-$197K

Top Buyers

1
SC
Sculptor Capital
New York
+$27.4M
2
PD
Point72 (DIFC)
United Arab Emirates
+$12.6M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$11.2M
4
KCM
Khrom Capital Management
Florida
+$11M
5
TSC
Two Seas Capital
New York
+$7.78M

Top Sellers

1
TGA
TPG GP A
Texas
-$79.1M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$21.8M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$12.8M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$7.23M
5
KC
Kintayl Capital
New York
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
201
Sierra Ocean
California
$890 +$890 +80 New
GWM
202
Geneos Wealth Management
Colorado
$812 – – –
MCM
203
MAI Capital Management
Ohio
$668 -$1.12K -101 -63%
JWA
204
JFS Wealth Advisors
Pennsylvania
$634 +$423 +38 +200%
KG
205
Kilter Group
New York
$634 +$634 +57 New
BIA
206
Bell Investment Advisors
California
$556 -$78 -7 -12%
PWMG
207
Private Wealth Management Group
New Jersey
$545 – – –
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$523 +$523 +47 New
FFO
209
Fortitude Family Office
Arizona
$378 +$378 +34 New
DPW
210
DiNuzzo Private Wealth
Pennsylvania
$356 +$178 +16 +100%
SPIA
211
Steward Partners Investment Advisory
New York
$345 +$345 +31 New
TWD
212
True Wealth Design
Ohio
$323 +$234 +21 +263%
SS
213
SBI Securities
Japan
$267 – – –
SIC
214
SJS Investment Consulting
Ohio
$212 +$33 +3 +19%
SHIM
215
Stone House Investment Management
Pennsylvania
$211 +$211 +19 New
HNB
216
Huntington National Bank
Ohio
$189 – – –
GRP
217
Global Retirement Partners
California
$189 +$189 +17 New
RWM
218
Rialto Wealth Management
New York
$167 +$167 +15 New
HIA
219
HFM Investment Advisors
New Jersey
$145 +$123 +11 +550%
BHWM
220
Bay Harbor Wealth Management
Maryland
$100 +$67 +6 +200%
PWM
221
Parkworth Wealth Management
California
$44 +$44 +4 New
TPWA
222
Twin Peaks Wealth Advisors
California
$15 +$15 +1 New
TGA
223
TPG GP A
Texas
– -$79.1M -6,786,110 Closed
ACH
224
ArrowMark Colorado Holdings
Colorado
– -$21.8M -1,867,829 Closed
William Blair Investment Management
225
William Blair Investment Management
Illinois
– -$12.8M -1,101,604 Closed
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9
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