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Stoneridge

128 hedge funds and large institutions have $179M invested in Stoneridge in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

49% more capital invested

Capital invested by funds: $120M → $179M (+$58.5M)

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

0% more funds holding

Funds holding: 128128 (0)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1.96% less ownership

Funds ownership: 94.02%92.06% (-2%)

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
30
Increased
45
Reduced
40
Closed
30
Calls
$139K
Puts
Net Calls
+$139K
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$25K -$106K -21,740 -86%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$20K +$985 +201 +8%
PD
103
Point72 (DIFC)
United Arab Emirates
$14.1K +$3.54K +723 +57%
US Bancorp
104
US Bancorp
Minnesota
$8.91K -$612 -125 -9%
EP
105
Essential Partners
California
$8.56K +$5.96K +1,216 New
EWA
106
EverSource Wealth Advisors
Alabama
$7.41K +$3.55K +725 +221%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$7.19K -$534 -109 -10%
TWD
108
True Wealth Design
Ohio
$4.59K +$2.68K +548 +527%
Group One Trading
109
Group One Trading
Illinois
$4.22K +$2.94K +600 New
AAP
110
Arax Advisory Partners
Colorado
$3.81K +$563 +115 +27%
GI
111
GAMMA Investing
California
$3.34K -$4.39K -896 -65%
BTI
112
Blue Trust Inc
Georgia
$3.34K +$2.32K +474 New
Wells Fargo
113
Wells Fargo
California
$3.2K -$78K -15,928 -97%
CA
114
Clearstead Advisors
Ohio
$3.03K +$2.11K +430 New
Osaic Holdings
115
Osaic Holdings
Arizona
$2.85K +$358 +73 +20%
PWA
116
Physician Wealth Advisors
Utah
$1.87K +$1.3K +265 New
SC
117
Stephens Consulting
Michigan
$1.55K
FFA
118
Farther Finance Advisors
California
$1.49K -$127 -26 -11%
PWMG
119
Private Wealth Management Group
New Jersey
$944 +$656 +134 New
PS
120
Principal Securities
Iowa
$873 +$607 +124 New
WSFS
121
Wilmington Savings Fund Society
Delaware
$845
RA
122
Rise Advisors
New York
$838 -$1.17K -238 -67%
AF
123
Allworth Financial
California
$733 +$509 +104 New
Deutsche Bank
124
Deutsche Bank
Germany
$676 -$999 -204 -68%
IA
125
IFP Advisors
Florida
$486 +$44 +9 New

SRI Hedge Fund Activity: Q2 2025 in Review

128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q2 2025, worth a combined $179M — up 49% from $120M a quarter earlier.

Fund positioning in SRI was balanced in Q2 2025: 30 funds opened new positions, 30 closed out, 45 added to existing stakes and 40 trimmed.

The largest buyer was Federated Hermes, adding an estimated $1.74M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $5.84M sold.

  • 128 institutional investors held Stoneridge (SRI) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $179M of Stoneridge stock for Q2 2025, up 49% quarter-over-quarter.
  • 30 funds opened new Stoneridge positions in Q2 2025 and 30 closed out, a net change of 0 holders.
  • The largest Stoneridge buyer in Q2 2025 was Federated Hermes, an estimated $1.74M added.
  • The largest Stoneridge seller in Q2 2025 was Cooper Creek Partners Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q2 2025.