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779 hedge funds and large institutions have $21.1B invested in Steris in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 298 increasing their positions, 281 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 68

12% more capital invested

Capital invested by funds: $18.8B → $21.1B (+$2.21B)

1.84% more ownership

Funds ownership: 92.98%94.81% (+1.8%)

2% more funds holding

Funds holding: 765779 (+14)

6% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 281

9% less call options, than puts

Call options by funds: $8.15M | Put options by funds: $8.91M

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
779
Holders Change
+14
Holders Change %
+1.83%
% of All Funds
10.45%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
96
Increased
298
Reduced
281
Closed
68
Calls
$8.15M
Puts
$8.91M
Net Calls
-$761K
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
551
Focus Partners Advisor Solutions
Missouri
$289K +$281K +1,277 New
RFW
552
Rainier Family Wealth
Washington
$288K -$4.84K -22 -2%
FWP
553
Firethorn Wealth Partners
Georgia
$285K -$6.82K -31 -2%
OWM
554
OneAscent Wealth Management
Alabama
$284K -$24.6K -112 -8%
MP
555
McDonald Partners
Ohio
$283K
OHWP
556
Oak Harbor Wealth Partners
North Carolina
$282K -$387K -1,758 -59%
BMCM
557
Bryn Mawr Capital Management
Pennsylvania
$280K -$151K -688 -36%
ACA
558
Aptus Capital Advisors
Alabama
$278K +$270K +1,226 New
DAS
559
Dynamic Advisor Solutions
Arizona
$273K +$50.6K +230 +24%
MA
560
Montag & Associates
Georgia
$272K
WANY
561
Wealthspire Advisors (New York)
New York
$272K +$263K +1,198 New
MAS
562
Meeder Advisory Services
Ohio
$271K +$32.8K +149 +14%
BCWM
563
Bartlett & Co Wealth Management
Ohio
$270K +$220 +1 +0.1%
BWG
564
Berry Wealth Group
Texas
$269K +$15.2K +69 +6%
FFM
565
Forum Financial Management
Illinois
$269K +$660 +3 +0.3%
UW
566
Unique Wealth
Florida
$268K +$260K +1,181 New
BP
567
Ballentine Partners
Massachusetts
$267K +$260K +1,180 New
DWM
568
Dynasty Wealth Management
Florida
$266K +$35.4K +161 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
569
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$265K +$258K +1,171 New
FC
570
Forte Capital
New York
$263K
IWC
571
Integrated Wealth Concepts
Massachusetts
$262K -$61.8K -281 -20%
HDIM
572
Hanson & Doremus Investment Management
Vermont
$262K
AG
573
Ascent Group
Virginia
$261K +$253K +1,152 New
GGA
574
Granite Group Advisors
Connecticut
$261K -$2.86K -13 -1%
SFI
575
Siemens Fonds Invest
Germany
$260K +$10.6K +48 +4%

STE Hedge Fund Activity: Q1 2025 in Review

779 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Steris (STE) for Q1 2025, worth a combined $21.1B — up 12% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new STE positions and 68 closed out — a net gain of 28 holders — while 298 added to existing stakes and 281 trimmed.

The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $340M. The largest seller was Impax Asset Management Group, exiting entirely with an estimated $195M sold.

  • 779 institutional investors held Steris (STE) as of Q1 2025, up from 765 in Q4 2024.
  • Funds reported $21.1B of Steris stock for Q1 2025, up 12% quarter-over-quarter.
  • 96 funds opened new Steris positions in Q1 2025 and 68 closed out, a net change of +28 holders.
  • The largest Steris buyer in Q1 2025 was Orbis Allan Gray, an estimated $340M added.
  • The largest Steris seller in Q1 2025 was Impax Asset Management Group, an estimated $195M sold.

Based on aggregated 13F filings for Q1 2025.