We are live on ! Find out more

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
BTI
651
Blue Trust Inc
Georgia
$89.5K +$12.3K +56 +17%
LFG
652
Larson Financial Group
Missouri
$88.2K +$33.7K +153 +65%
SO
653
Sierra Ocean
California
$85.7K
FDW
654
Fourth Dimension Wealth
Ohio
$79.3K -$4.84K -22 -6%
QL
655
Quarry LP
New York
$75.2K -$144K -653 -66%
FNWA
656
Financial Network Wealth Advisors
Utah
$72.3K +$19.8K +90 +39%
SW
657
SVB Wealth
Massachusetts
$68.7K +$66.6K +303 New
ADL
658
Asset Dedication LLC
California
$66K
CH
659
Cromwell Holdings
Wyoming
$64.4K +$880 +4 +1%
GWM
660
Geneos Wealth Management
Colorado
$63.2K +$55.9K +254 +1,016%
PFBT
661
Parkside Financial Bank & Trust
Missouri
$62.3K +$6.6K +30 +12%
HI
662
Harbour Investments
Wisconsin
$61.9K +$440 +2 +0.7%
SIM
663
Sentry Investment Management
Wisconsin
$61K -$18.9K -86 -23%
VCM
664
Versant Capital Management
Arizona
$59.4K +$23.8K +108 +70%
SGC
665
Slocum, Gordon & Co
Rhode Island
$57.1K +$55.4K +252 New
CSP
666
Cary Street Partners
Virginia
$56K -$31.5K -143 -37%
MCM
667
Manchester Capital Management
Vermont
$55.1K +$6.82K +31 +15%
WF
668
Wayfinding Financial
Washington
$46K +$45.5K +207 New
WSCM
669
Wellington Shields Capital Management
New York
$45.3K -$187K -850 -81%
CAM
670
Costello Asset Management
Pennsylvania
$45.3K +$44K +200 New
BBHC
671
Brown Brothers Harriman & Co
New York
$43.1K -$6.6K -30 -14%
OWP
672
ORG Wealth Partners
Texas
$42.9K +$41.8K +190 New
JSAM
673
J. Safra Asset Management
New York
$39K -$63.3K -288 -63%
PP
674
Pingora Partners
Wyoming
$38.1K
ZBNA
675
Zions Bancorporation, National Association
Utah
$37.4K +$36.3K +165 New

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.