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
AFG
751
Albion Financial Group
Utah
$1.59K
WCM
752
WealthTrak Capital Management
Virginia
$1.59K +$660 +3 +75%
DWM
753
Dogwood Wealth Management
Kansas
$1.59K +$1.54K +7 New
S
754
Sachetta
Massachusetts
$1.36K -$440 -2 -25%
PWMG
755
Prestige Wealth Management Group
New Jersey
$1.13K
GC
756
Garde Capital
Washington
$1.13K +$1.1K +5 New
BFS
757
Bare Financial Services
Pennsylvania
$1.13K +$1.1K +5 New
CWP
758
Clark Wealth Partners
Illinois
$1.13K +$1.1K +5 New
NSG
759
Nalls Sherbakoff Group
Tennessee
$1.13K +$1.1K +5 New
PWAM
760
Private Wealth Asset Management
Iowa
$1.13K +$1.1K +5 New
OP
761
ORG Partners
Indiana
$1.13K -$73.7K -335 -99%
AW
762
Avion Wealth
Texas
$1K
WA
763
WestEnd Advisors
North Carolina
$907 +$660 +3 +300%
GEA
764
Glen Eagle Advisors
New Jersey
$680
TCM
765
Tradewinds Capital Management
Washington
$680
WPA
766
West Paces Advisors
Georgia
$680
GA
767
GoalVest Advisory
New York
$680 +$660 +3 New
BHWM
768
Bay Harbor Wealth Management
Maryland
$679 +$660 +3 New
PWA
769
Principia Wealth Advisory
Texas
$669 +$440 +2 +200%
ACA
770
American Capital Advisory
Idaho
$454 +$440 +2 New
HIA
771
HFM Investment Advisors
New Jersey
$454 +$440 +2 New
BWL
772
Bogart Wealth LLC
Virginia
$453 -$1.32K -6 -75%
PWM
773
Parkworth Wealth Management
California
$453
BLC
774
Brown, Lisle/Cummings
Rhode Island
$453 +$440 +2 New
HFS
775
Hughes Financial Services
Virginia
$451 +$440 +2 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.