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Sotera Health
SHC

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: 223 → 244 (+21)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+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

Top Buyers

Rank Fund Capital Flow
1
DCP
Darsana Capital Partners
New York
+$70.1M
2
SC
Sessa Capital
New York
+$50.8M
3
SC
Sculptor Capital
New York
+$25.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.9M
5
BlackRock
BlackRock
New York
+$21M

Top Sellers

Rank Fund Capital Flow
1
WP
Warburg Pincus
New York
-$168M
2
GL
GTCR LLC
Illinois
-$112M
3
KCM
Khrom Capital Management
Florida
-$17.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.7M
5
MC
MIG Capital
California
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$6.78K – – –
SAM
202
Smartleaf Asset Management
Massachusetts
$6.05K +$969 +69 +22%
TWD
203
True Wealth Design
Ohio
$5.88K +$4.84K +345 +1,190%
TCOV
204
Trust Company of Vermont
Vermont
$5.87K – – –
AF
205
Allworth Financial
California
$4.66K +$2.09K +149 +101%
PS
206
Principal Securities
Iowa
$4.56K – – –
QC
207
Quent Capital
New York
$4.29K +$3.83K +273 New
PFBT
208
Parkside Financial Bank & Trust
Missouri
$3.68K -$2.57K -183 -44%
LFG
209
Larson Financial Group
Missouri
$2.74K -$112 -8 -4%
GRP
210
Global Retirement Partners
California
$2.5K +$1.99K +142 +835%
MCM
211
MV Capital Management
Maryland
$2.47K -$337 -24 -13%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$2.36K +$2.11K +150 New
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$2.34K – – –
BBHC
214
Brown Brothers Harriman & Co
New York
$2.27K – – –
HWM
215
Hemington Wealth Management
Virginia
$2K +$604 +43 +32%
IA
216
IFP Advisors
Florida
$1.95K +$1.74K +124 New
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$1.76K – – –
S
218
Sachetta
Massachusetts
$1.54K – – –
AssetMark Inc
219
AssetMark Inc
California
$1.43K – – –
KG
220
Kilter Group
New York
$1.12K +$197 +14 +25%
CT
221
Clearstead Trust
Maine
$1.09K +$969 +69 New
JWA
222
JFS Wealth Advisors
Pennsylvania
$1.04K +$126 +9 +16%
BFS
223
Bare Financial Services
Pennsylvania
$1.02K -$604 -43 -40%
MCM
224
MAI Capital Management
Ohio
$944 – – –
FFO
225
Fortitude Family Office
Arizona
$912 +$337 +24 +71%
7 8
9
10 11

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.