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Stoneridge

128 hedge funds and large institutions have $120M invested in Stoneridge in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 129128 (-1)

0.92% less ownership

Funds ownership: 94.94%94.02% (-0.92%)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

14% less call options, than puts

Call options by funds: $307K | Put options by funds: $357K

27% less capital invested

Capital invested by funds: $166M → $120M (-$45.6M)

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
48
Reduced
43
Closed
19
Calls
$307K
Puts
$357K
Net Calls
-$50K
Net Calls Change
-$333K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$12K -$10.4K -2,036 -44%
AIP
102
Ameritas Investment Partners
Nebraska
$11.9K
Legal & General Group
103
Legal & General Group
United Kingdom
$11.5K
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$9.08K
US Bancorp
105
US Bancorp
Minnesota
$6.38K -$27.5K -5,400 -80%
GI
106
GAMMA Investing
California
$6.29K +$5.82K +1,145 +507%
PD
107
Point72 (DIFC)
United Arab Emirates
$5.86K -$4.94K -971 -43%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$5.19K +$895 +176 +18%
AB
109
Amalgamated Bank
New York
$4K
HNB
110
Huntington National Bank
Ohio
$2.69K +$2.98K +587 New
BIG
111
Brooklyn Investment Group
New York
$2.52K +$2.8K +550 New
SCM
112
Sterling Capital Management
North Carolina
$2.25K -$2.22K -437 -47%
AAP
113
Arax Advisory Partners
Colorado
$1.96K +$2.17K +426 New
RA
114
Rise Advisors
New York
$1.64K +$1.82K +357 New
Osaic Holdings
115
Osaic Holdings
Arizona
$1.64K +$1.68K +330 +1,222%
EWA
116
EverSource Wealth Advisors
Alabama
$1.51K -$4.39K -864 -72%
Deutsche Bank
117
Deutsche Bank
Germany
$1.38K -$5.51K -1,084 -78%
FFA
118
Farther Finance Advisors
California
$1.11K +$1.21K +238 New
SC
119
Stephens Consulting
Michigan
$1.01K
LC
120
Luminist Capital
Michigan
$934 +$1.02K +200 New
WSFS
121
Wilmington Savings Fund Society
Delaware
$551
TWD
122
True Wealth Design
Ohio
$478 +$524 +103 +10,300%
BIA
123
Bell Investment Advisors
California
$469 +$519 +102 New
RIL
124
Rothschild Investment LLC
Illinois
$390
PWAM
125
Private Wealth Asset Management
Iowa
$92 +$102 +20 New

SRI Hedge Fund Activity: Q1 2025 in Review

128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q1 2025, worth a combined $120M — down 27% from $166M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SRI and 18 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 48 added.

The largest buyer was 22NW LP, adding an estimated $6.53M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $7.66M.

  • 128 institutional investors held Stoneridge (SRI) as of Q1 2025, down from 129 in Q4 2024.
  • Funds reported $120M of Stoneridge stock for Q1 2025, down 27% quarter-over-quarter.
  • 18 funds opened new Stoneridge positions in Q1 2025 and 19 closed out, a net change of -1 holder.
  • The largest Stoneridge buyer in Q1 2025 was 22NW LP, an estimated $6.53M added.
  • The largest Stoneridge seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $7.66M sold.

Based on aggregated 13F filings for Q1 2025.