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Stoneridge

116 hedge funds and large institutions have $180M invested in Stoneridge in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $179M → $180M (+$1.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6.84% less ownership

Funds ownership: 92.06%85.22% (-6.8%)

9% less funds holding

Funds holding: 128116 (-12)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

Holders
116
Holders Change
-12
Holders Change %
-9.38%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
35
Reduced
47
Closed
26
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
Physician Wealth Advisors
Utah
$2.02K
SC
102
Stephens Consulting
Michigan
$1.68K
EP
103
Essential Partners
California
$1.07K -$8.52K -1,075 -88%
PWMG
104
Private Wealth Management Group
New Jersey
$1.02K
PS
105
Principal Securities
Iowa
$945
RA
106
Rise Advisors
New York
$907
KG
107
Kilter Group
New York
$823 +$856 +108 New
FFO
108
Fortitude Family Office
Arizona
$792 +$824 +104 New
Deutsche Bank
109
Deutsche Bank
Germany
$732
NSIM
110
North Star Investment Management
Illinois
$457 +$476 +60 New
PWAM
111
Private Wealth Asset Management
Iowa
$152
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$122
QCG
113
Quadrant Capital Group
Ohio
$122 +$127 +16 New
IA
114
IFP Advisors
Florida
$107 +$40 +5 +56%
Optiver Holding
115
Optiver Holding
Netherlands
$91 +$95 +12 New
SS
116
SBI Securities
Japan
$38 +$8 +1 +25%
Raymond James Financial
117
Raymond James Financial
Florida
-$2.45M -347,714 Closed
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
-$927K -131,676 Closed
MCM
119
MAI Capital Management
Ohio
-$475K -67,492 Closed
JG
120
Jain Global
New York
-$401K -56,965 Closed
BHCM
121
Brevan Howard Capital Management
Jersey
-$365K -51,894 Closed
YIH
122
Y-Intercept (HK)
Hong Kong
-$315K -44,750 Closed
IC
123
IEQ Capital
California
-$288K -40,884 Closed
ACM
124
Aster Capital Management
United Arab Emirates
-$229K -32,526 Closed
HWM
125
HB Wealth Management
Georgia
-$197K -27,919 Closed

SRI Hedge Fund Activity: Q3 2025 in Review

116 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q3 2025, worth a combined $180M — up 0.67% from $179M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SRI and 14 opened new positions — a net loss of 12 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was Arrowstreet Capital, adding an estimated $3.04M. The largest seller was AQR Capital Management, cutting an estimated $4.37M.

  • 116 institutional investors held Stoneridge (SRI) as of Q3 2025, down from 128 in Q2 2025.
  • Funds reported $180M of Stoneridge stock for Q3 2025, up 0.67% quarter-over-quarter.
  • 14 funds opened new Stoneridge positions in Q3 2025 and 26 closed out, a net change of -12 holders.
  • The largest Stoneridge buyer in Q3 2025 was Arrowstreet Capital, an estimated $3.04M added.
  • The largest Stoneridge seller in Q3 2025 was AQR Capital Management, an estimated $4.37M sold.

Based on aggregated 13F filings for Q3 2025.