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Sotera Health

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: 223244 (+21)

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
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
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$972M -$168M -12,000,000 -16%
GL
2
GTCR LLC
Illinois
$648M -$112M -8,000,000 -16%
DCP
3
Darsana Capital Partners
New York
$393M +$70.1M +4,990,000 +25%
Vanguard Group
4
Vanguard Group
Pennsylvania
$259M +$21.9M +1,561,282 +10%
BlackRock
5
BlackRock
New York
$239M +$21M +1,494,794 +11%
SC
6
Sculptor Capital
New York
$210M +$25.9M +1,841,800 +16%
SC
7
Sessa Capital
New York
$156M +$50.8M +3,619,022 +57%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$145M +$2.32M +165,528 +2%
SHCM
9
Sachem Head Capital Management
New York
$124M
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$102M +$5.71M +406,657 +7%
State Street
11
State Street
Massachusetts
$77.5M +$5.5M +392,104 +9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$72.9M +$5.23M +372,377 +9%
MC
13
MIG Capital
California
$66.5M -$14.8M -1,055,529 -20%
ICM
14
Irenic Capital Management
New York
$55.8M -$2.3M -163,940 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$54.4M +$7.61M +542,078 +19%
TSC
16
Two Seas Capital
New York
$53.1M -$9.09M -647,639 -16%
LCM
17
Lakewood Capital Management
New York
$48.2M
Morgan Stanley
18
Morgan Stanley
New York
$31.2M -$1.67M -119,297 -6%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$31.2M -$15.7M -1,119,188 -36%
VC
20
Voss Capital
Texas
$29.1M +$15.4M +1,100,000 +147%
Charles Schwab
21
Charles Schwab
California
$28.4M +$4.27M +304,147 +20%
Northern Trust
22
Northern Trust
Illinois
$22.2M +$1.42M +101,328 +8%
ACM
23
Ananym Capital Management
New York
$22.2M +$13.1K +932 +0.1%
PD
24
Point72 (DIFC)
United Arab Emirates
$21.4M -$5.13M -365,602 -21%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$17.1M +$851K +60,582 +6%

SHC Hedge Fund Activity: Q3 2025 in Review

244 of the 7,619 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.