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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 %
PWM
801
Parkworth Wealth Management
California
$1.2K +$721 +3 +150%
HWP
802
Highline Wealth Partners
California
$1.2K +$1.2K +5 New
AT
803
Arlington Trust
Alabama
$1.2K +$1.2K +5 New
DWM
804
Dogwood Wealth Management
Kansas
$1.16K -$465 -2 -29%
NWM
805
Nova Wealth Management
Florida
$1.1K +$1.1K +5 New
WA
806
WestEnd Advisors
North Carolina
$961 – – –
HIA
807
HFM Investment Advisors
New Jersey
$961 +$481 +2 +100%
TIM
808
Tortoise Investment Management
New York
$961 +$961 +4 New
BHWM
809
Bay Harbor Wealth Management
Maryland
$960 +$240 +1 +33%
GEA
810
Glen Eagle Advisors
New Jersey
$721 – – –
TCM
811
Tradewinds Capital Management
Washington
$721 – – –
BWL
812
Bogart Wealth LLC
Virginia
$721 +$240 +1 +50%
CT
813
Clearstead Trust
Maine
$721 +$721 +3 New
SC
814
Stephens Consulting
Michigan
$721 +$721 +3 New
ACA
815
American Capital Advisory
Idaho
$481 – – –
QWM
816
Quaker Wealth Management
New Jersey
$481 +$481 +2 New
BLC
817
Brown, Lisle/Cummings
Rhode Island
$480 – – –
TIM
818
Total Investment Management
Arizona
$480 +$480 +2 New
CTWM
819
Cherry Tree Wealth Management
Minnesota
$361 – – –
TFM
820
TFC Financial Management
Massachusetts
$241 – – –
LFA
821
LGT Financial Advisors
Texas
$241 +$241 +1 New
AGWCA
822
Annis Gardner Whiting Capital Advisors
Florida
$241 +$241 +1 New
CIAS
823
CBIZ Investment Advisory Services
Ohio
$240 +$240 +1 New
IAS
824
IMA Advisory Services
Colorado
$240 +$240 +1 New
Balyasny Asset Management
825
Balyasny Asset Management
Illinois
– -$21M -92,709 Closed
31 32
33
34 35