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837 hedge funds and large institutions have $20.9B invested in Steris in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 270 increasing their positions, 354 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $5.37M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.13% more ownership

Funds ownership: 94.85%95.97% (+1.1%)

6% less funds holding

Funds holding: 894837 (-57)

11% less capital invested

Capital invested by funds: $23.6B → $20.9B (-$2.68B)

24% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 354

34% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 125

Holders
837
Holders Change
-57
Holders Change %
-6.38%
% of All Funds
10.31%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
82
Increased
270
Reduced
354
Closed
125
Calls
$13.1M
Puts
$5.37M
Net Calls
+$7.76M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
876
NewEdge Wealth
Pennsylvania
-$584K -2,303 Closed
SPC
877
Sigma Planning Corp
Michigan
-$566K -2,232 Closed
GHA
878
Granite Harbor Advisors
Texas
-$560K -2,209 Closed
WI
879
Wealth Intelligence
Georgia
-$537K -2,118 Closed
MFS
880
Mirabella Financial Services
United Kingdom
-$525K -2,070 Closed
AC
881
AXQ Capital
New Jersey
-$524K -2,066 Closed
FFM
882
Forum Financial Management
Illinois
-$487K -1,919 Closed
JTWM
883
Jackson Thornton Wealth Management
Alabama
-$496K -1,906 Closed
ECM
884
Everence Capital Management
Indiana
-$440K -1,734 Closed
AG
885
Algert Global
California
-$434K -1,710 Closed
GIM
886
Generali Investments Management
Slovenia
-$412K -1,624 Closed
IAS
887
Insigneo Advisory Services
Florida
-$402K -1,584 Closed
MCM
888
Massar Capital Management
Connecticut
-$401K -1,580 Closed
AWM
889
Aprio Wealth Management
Georgia
-$377K -1,488 Closed
TCA
890
Transcend Capital Advisors
New Jersey
-$375K -1,478 Closed
SL
891
Sentinus LLC
Illinois
-$354K -1,398 Closed
LFA
892
Legacy Financial Advisors
Kentucky
-$344K -1,359 Closed
DM
893
Deerfield Management
New York
-$343K -1,352 Closed
TIAA Trust, National Association
894
TIAA Trust, National Association
North Carolina
-$338K -1,332 Closed
EW
895
Evoke Wealth
California
-$337K -1,331 Closed
AC
896
AlphaCore Capital
California
-$324K -1,276 Closed
Walleye Capital
897
Walleye Capital
New York
-$323K -1,274 Closed
CAS
898
CTC Alternative Strategies
Illinois
-$323K -1,273 Closed
GM
899
GeoWealth Management
Illinois
-$306K -1,207 Closed
AO
900
Advisor OS
Illinois
-$291K -1,148 Closed