Stellar Bancorp
STEL
STEL was delisted on the 30th of June, 2026.
229 hedge funds and large institutions have $1.22B invested in Stellar Bancorp in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 20 closing their positions.
195% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 20
24% more capital invested
Capital invested by funds: $981M → $1.22B (+$236M)
18% more funds holding
Funds holding: 194 → 229 (+35)
11% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 62
3.57% more ownership
Funds ownership: 61.94% → 65.52% (+3.6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$43.9M |
| 2 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$29.1M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$24.6M |
| 4 |
JP Morgan Chase
New York
|
+$19.5M |
| 5 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
-$89M |
| 2 |
Millennium Management
New York
|
-$18.7M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$17.2M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$11.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$11.1M |
STEL Hedge Fund Activity: Q1 2026 in Review
229 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q1 2026, worth a combined $1.22B — up 24% from $981M a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new STEL positions and 20 closed out — a net gain of 39 holders — while 69 added to existing stakes and 62 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $43.9M. The largest seller was North Reef Capital Management, exiting entirely with an estimated $89M sold.
- 229 institutional investors held Stellar Bancorp (STEL) as of Q1 2026, up from 194 in Q4 2025.
- Funds reported $1.22B of Stellar Bancorp stock for Q1 2026, up 24% quarter-over-quarter.
- 59 funds opened new Stellar Bancorp positions in Q1 2026 and 20 closed out, a net change of +39 holders.
- The largest Stellar Bancorp buyer in Q1 2026 was Balyasny Asset Management, an estimated $43.9M added.
- The largest Stellar Bancorp seller in Q1 2026 was North Reef Capital Management, an estimated $89M sold.
Based on aggregated 13F filings for Q1 2026.