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Stoneridge

124 hedge funds and large institutions have $136M invested in Stoneridge in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $32K | Put options by funds: $3K

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

7% more funds holding

Funds holding: 116124 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

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
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
35
Reduced
45
Closed
13
Calls
$32K
Puts
$3K
Net Calls
+$29K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
101
Versant Capital Management
Arizona
$15.8K -$8.62K -1,370 -33%
Osaic Holdings
102
Osaic Holdings
Arizona
$3.22K
AAP
103
Arax Advisory Partners
Colorado
$3.13K -$5.57K -886 -62%
BTI
104
Blue Trust Inc
Georgia
$2.74K
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$2.61K -$3.59K -570 -56%
EWA
106
EverSource Wealth Advisors
Alabama
$2.41K -$239 -38 -8%
FFA
107
Farther Finance Advisors
California
$1.72K -$598 -95 -24%
GI
108
GAMMA Investing
California
$1.67K -$2.88K -457 -61%
PWA
109
Physician Wealth Advisors
Utah
$1.53K
TWD
110
True Wealth Design
Ohio
$1.53K -$1.04K -165 -38%
SC
111
Stephens Consulting
Michigan
$1.27K
BWA
112
Basecamp Wealth Advisors
Washington
$695 +$755 +120 New
Group One Trading
113
Group One Trading
Illinois
$573 -$6.42K -1,020 -91%
Deutsche Bank
114
Deutsche Bank
Germany
$556
PWMG
115
Private Wealth Management Group
New Jersey
$487 -$315 -50 -37%
NSIM
116
North Star Investment Management
Illinois
$347
EP
117
Essential Partners
California
$139 -$736 -117 -83%
Los Angeles Capital Management
118
Los Angeles Capital Management
California
$122 +$113 +18 New
PWAM
119
Private Wealth Asset Management
Iowa
$116
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$93
QCG
121
Quadrant Capital Group
Ohio
$93
Optiver Holding
122
Optiver Holding
Netherlands
$69
IA
123
IFP Advisors
Florida
$41 -$44 -7 -50%
SS
124
SBI Securities
Japan
$23 -$6 -1 -20%
PA
125
PharVision Advisers
Florida
-$303K -39,787 Closed