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Stoneridge

123 hedge funds and large institutions have $136M invested in Stoneridge in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.7% less ownership

Funds ownership: 85.22%84.52% (-0.7%)

22% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 45

25% less capital invested

Capital invested by funds: $180M → $136M (-$44.2M)

Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32K
Puts
$3K
Net Calls
Net Calls Change

Top Buyers

1 +$1.25M
2 +$1.21M
3 +$1.11M
4
American Century Companies
American Century Companies
Missouri
+$942K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$887K

Top Sellers

1 -$3.02M
2 -$2.79M
3 -$1.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.33M
5
Morgan Stanley
Morgan Stanley
New York
-$980K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
101
Versant Capital Management
Arizona
$15.8K
Osaic Holdings
102
Osaic Holdings
Arizona
$3.22K
AAP
103
Arax Advisory Partners
Colorado
$3.13K
BTI
104
Blue Trust Inc
Georgia
$2.74K
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$2.61K
EWA
106
EverSource Wealth Advisors
Alabama
$2.41K
FFA
107
Farther Finance Advisors
California
$1.72K
GI
108
GAMMA Investing
California
$1.67K
PWA
109
Physician Wealth Advisors
Utah
$1.53K
TWD
110
True Wealth Design
Ohio
$1.53K
SC
111
Stephens Consulting
Michigan
$1.27K
Group One Trading
112
Group One Trading
Illinois
$573
Deutsche Bank
113
Deutsche Bank
Germany
$556
PWMG
114
Private Wealth Management Group
New Jersey
$487
NSIM
115
North Star Investment Management
Illinois
$347
EP
116
Essential Partners
California
$139
Los Angeles Capital Management
117
Los Angeles Capital Management
California
$122
PWAM
118
Private Wealth Asset Management
Iowa
$116
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$93
QCG
120
Quadrant Capital Group
Ohio
$93
Optiver Holding
121
Optiver Holding
Netherlands
$69
IA
122
IFP Advisors
Florida
$41
SS
123
SBI Securities
Japan
$23
PA
124
PharVision Advisers
Florida
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota