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Steris
STE

Overview Fund Activity

824 hedge funds and large institutions have $22.1B invested in Steris in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 334 increasing their positions, 259 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
+56
Holders Change %
+7.29%
% of All Funds
11.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
116
Increased
334
Reduced
259
Closed
52
Calls
$57.7M
Puts
$30.7M
Net Calls
+$27M
Net Calls Change
+$27.7M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$504M
2
Invesco
Invesco
Georgia
$293M
3
Goldman Sachs
Goldman Sachs
New York
$125M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$58.4M
5
AQR Capital Management
AQR Capital Management
Connecticut
$102M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$501M
2
BlackRock
BlackRock
New York
$2.08B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$162M
4
Northern Trust
Northern Trust
Illinois
$261M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
501
Oxford Asset Management
United Kingdom
$450K +$450K +1,875 New
PCS
502
Personal CFO Solutions
New Jersey
$450K -$428K -1,783 -49%
QL
503
Quarry LP
New York
$449K +$369K +1,538 +463%
Vontobel Holding
504
Vontobel Holding
Switzerland
$448K -$49K -204 -10%
BFA
505
Beaumont Financial Advisors
Massachusetts
$446K +$1.44K +6 +0.3%
COI
506
Connable Office Inc
Michigan
$446K -$611K -2,543 -58%
CFO
507
Callan Family Office
Pennsylvania
$441K +$441K +1,836 New
FPAS
508
Focus Partners Advisor Solutions
Missouri
$441K +$134K +559 +44%
GAG
509
GM Advisory Group
New York
$440K +$18.5K +77 +4%
BCM
510
Bayesian Capital Management
New York
$438K +$438K +1,824 New
SPWG
511
Sage Private Wealth Group
Illinois
$428K +$22.3K +93 +6%
CI Investments Inc
512
CI Investments Inc
Ontario, Canada
$427K -$25.7K -107 -6%
CG
513
Cynosure Group
Utah
$425K +$63.2K +263 +17%
LFAS
514
Level Four Advisory Services
Texas
$421K -$127K -527 -23%
NONA
515
Ninety One North America
New York
$417K -$75.7K -315 -15%
PWS
516
Peterson Wealth Services
Utah
$414K +$961 +4 +0.2%
PFG
517
PAX Financial Group
Texas
$414K -$56.2K -234 -12%
CSPIA
518
Cary Street Partners Investment Advisory
Virginia
$410K -$1.92K -8 -0.5%
EI
519
Ethic Inc
New York
$410K +$18.9K +79 +5%
BC
520
Bayforest Capital
United Kingdom
$410K +$274K +1,140 +202%
MCM
521
MAI Capital Management
Ohio
$408K +$57.7K +240 +16%
MIM
522
MTM Investment Management
South Carolina
$408K -$19.2K -80 -4%
SC
523
Shearwater Capital
Colorado
$407K – – –
FFM
524
Forum Financial Management
Illinois
$403K +$118K +492 +41%
EA
525
Emerald Advisers
Pennsylvania
$403K +$403K +1,679 New
19 20
21
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