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STEL

Stellar Bancorp

Delisted

STEL was delisted on the 30th of June, 2026.

183 hedge funds and large institutions have $867M invested in Stellar Bancorp in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 56.82%60.64% (+3.8%)

4% more capital invested

Capital invested by funds: $832M → $867M (+$34.9M)

2% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 65

3% less funds holding

Funds holding: 189183 (-6)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
183
Holders Change
-6
Holders Change %
-3.17%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
64
Reduced
65
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$190M -$15.4M -579,736 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$91.1M -$107K -4,014 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$63M +$3.34M +125,465 +6%
State Street
4
State Street
Massachusetts
$59.2M +$1.65M +62,096 +3%
NRCM
5
North Reef Capital Management
California
$43.1M +$40.4M +1,520,000 +7,600%
Luther King Capital Management (LKCM)
6
Luther King Capital Management (LKCM)
Texas
$35.9M +$70.7K +2,660 +0.2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$30.7M -$1.18M -44,501 -4%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$29.9M -$2.3M -86,451 -7%
Millennium Management
9
Millennium Management
New York
$25.7M +$994K +37,388 +4%
Northern Trust
10
Northern Trust
Illinois
$21.2M -$846K -31,844 -4%
American Century Companies
11
American Century Companies
Missouri
$20.6M -$414K -15,567 -2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$17.9M -$1.85M -69,567 -10%
Charles Schwab
13
Charles Schwab
California
$11.8M -$413K -15,550 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11.2M -$252K -9,485 -2%
BCM
15
Bridgeway Capital Management
Texas
$11M +$257K +9,664 +3%
Morgan Stanley
16
Morgan Stanley
New York
$11M +$615K +23,126 +6%
CFG
17
Cooper Financial Group
California
$8.68M +$8.25M +310,293 New
HighTower Advisors
18
HighTower Advisors
Illinois
$8.01M +$193K +7,247 +3%
Invesco
19
Invesco
Georgia
$7.59M -$1.33M -50,104 -16%
Goldman Sachs
20
Goldman Sachs
New York
$7.38M -$3.37M -126,653 -32%
Principal Financial Group
21
Principal Financial Group
Iowa
$6.36M -$257K -9,660 -4%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$5.69M +$1.62K +61 +0%
FWA
23
FOCUS Wealth Advisors
Texas
$5.48M
EF
24
Empowered Funds
Pennsylvania
$5.19M +$257K +9,664 +5%
Truist Financial
25
Truist Financial
North Carolina
$4.9M

STEL Hedge Fund Activity: Q2 2025 in Review

183 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q2 2025, worth a combined $867M — up 4.2% from $832M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of STEL and 18 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 64 added.

The largest buyer was North Reef Capital Management, adding an estimated $40.4M. The largest seller was BlackRock, cutting an estimated $15.4M.

  • 183 institutional investors held Stellar Bancorp (STEL) as of Q2 2025, down from 189 in Q1 2025.
  • Funds reported $867M of Stellar Bancorp stock for Q2 2025, up 4.2% quarter-over-quarter.
  • 18 funds opened new Stellar Bancorp positions in Q2 2025 and 22 closed out, a net change of -4 holders.
  • The largest Stellar Bancorp buyer in Q2 2025 was North Reef Capital Management, an estimated $40.4M added.
  • The largest Stellar Bancorp seller in Q2 2025 was BlackRock, an estimated $15.4M sold.

Based on aggregated 13F filings for Q2 2025.