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STAAR Surgical

185 hedge funds and large institutions have $922M invested in STAAR Surgical in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

7.73% more ownership

Funds ownership: 98.2%105.93% (+7.7%)

13% less funds holding

Funds holding: 212185 (-27)

22% less capital invested

Capital invested by funds: $1.18B → $922M (-$254M)

45% less call options, than puts

Call options by funds: $2.76M | Put options by funds: $5M

50% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 54

Holders
185
Holders Change
-27
Holders Change %
-12.74%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
70
Reduced
58
Closed
54
Calls
$2.76M
Puts
$5M
Net Calls
-$2.24M
Net Calls Change
-$514K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$6K +$6.26K +312 New
CTA
152
Colonial Trust Advisors
South Carolina
$5.29K
FFA
153
Farther Finance Advisors
California
$5.12K +$4.79K +239 +460%
LC
154
Lindbrook Capital
California
$3.69K +$3.77K +188 +895%
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$3.67K +$4.17K +208 New
EWA
156
EverSource Wealth Advisors
Alabama
$3.23K +$1.93K +96 +110%
AW
157
Avion Wealth
Texas
$2K
HCA
158
Harbor Capital Advisors
Illinois
$2K +$903 +45 +100%
FIA
159
FNY Investment Advisers
New York
$2K +$1.2K +60 +55%
BIA
160
Bell Investment Advisors
California
$1.83K
TFA
161
Toth Financial Advisory
Virginia
$1.76K
SS
162
SBI Securities
Japan
$1.71K +$802 +40 +70%
Jones Financial Companies
163
Jones Financial Companies
Missouri
$1.69K +$401 +20 +27%
RIL
164
Rothschild Investment LLC
Illinois
$1.23K
PS
165
Principal Securities
Iowa
$1.22K
AF
166
Allworth Financial
California
$1.07K +$461 +23 +62%
RA
167
Rise Advisors
New York
$1.06K
C
168
Covestor
United Kingdom
$1K +$802 +40 +2,000%
UB
169
UMB Bank
Missouri
$952 +$903 +45 +500%
SCM
170
Sterling Capital Management
North Carolina
$899
SIS
171
Strategic Investment Solutions
Illinois
$882
GSWM
172
Golden State Wealth Management
California
$705
HI
173
Harbour Investments
Wisconsin
$617 +$702 +35 New
PA
174
Parallel Advisors
California
$599 +$682 +34 New
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$441

STAA Hedge Fund Activity: Q1 2025 in Review

185 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2025, worth a combined $922M — down 22% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of STAA and 27 opened new positions — a net loss of 27 holders — while 58 trimmed existing stakes and 70 added.

The largest buyer was Soleus Capital Management, opening a new position worth an estimated $51.4M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $28M sold.

  • 185 institutional investors held STAAR Surgical (STAA) as of Q1 2025, down from 212 in Q4 2024.
  • Funds reported $922M of STAAR Surgical stock for Q1 2025, down 22% quarter-over-quarter.
  • 27 funds opened new STAAR Surgical positions in Q1 2025 and 54 closed out, a net change of -27 holders.
  • The largest STAAR Surgical buyer in Q1 2025 was Soleus Capital Management, an estimated $51.4M added.
  • The largest STAAR Surgical seller in Q1 2025 was Baillie Gifford & Co, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2025.