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Sotera Health

243 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, 115 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more funds holding in top 10

Funds holding in top 10: 1112 (+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
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$547K
Puts
$555K
Net Calls
Net Calls Change

Top Buyers

1 +$70.1M
2 +$50.8M
3 +$25.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.9M
5
BlackRock
BlackRock
New York
+$21M

Top Sellers

1 -$168M
2 -$112M
3 -$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
SAM
201
Smartleaf Asset Management
Massachusetts
$6.05K
TWD
202
True Wealth Design
Ohio
$5.88K
TCOV
203
Trust Company of Vermont
Vermont
$5.87K
AF
204
Allworth Financial
California
$4.66K
PS
205
Principal Securities
Iowa
$4.56K
QC
206
Quent Capital
New York
$4.29K
PFBT
207
Parkside Financial Bank & Trust
Missouri
$3.68K
LFG
208
Larson Financial Group
Missouri
$2.74K
GRP
209
Global Retirement Partners
California
$2.5K
MCM
210
MV Capital Management
Maryland
$2.47K
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$2.36K
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$2.34K
BBHC
213
Brown Brothers Harriman & Co
New York
$2.27K
HWM
214
Hemington Wealth Management
Virginia
$2K
IA
215
IFP Advisors
Florida
$1.95K
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$1.76K
S
217
Sachetta
Massachusetts
$1.54K
AssetMark Inc
218
AssetMark Inc
California
$1.43K
KG
219
Kilter Group
New York
$1.12K
CT
220
Clearstead Trust
Maine
$1.09K
JWA
221
JFS Wealth Advisors
Pennsylvania
$1.04K
BFS
222
Bare Financial Services
Pennsylvania
$1.02K
MCM
223
MAI Capital Management
Ohio
$944
FFO
224
Fortitude Family Office
Arizona
$912
JWM
225
JPL Wealth Management
Colorado
$866