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STEL

Stellar Bancorp

Delisted

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

194 hedge funds and large institutions have $981M invested in Stellar Bancorp in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

2% more funds holding

Funds holding: 191194 (+3)

2% more capital invested

Capital invested by funds: $958M → $981M (+$22.9M)

0.44% more ownership

Funds ownership: 61.51%61.94% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
63
Reduced
70
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$208M +$899K +29,272 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$101M +$576K +18,749 +0.6%
NRCM
3
North Reef Capital Management
California
$89M +$32.1M +1,045,308 +57%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$72.6M +$1.43M +46,664 +2%
State Street
5
State Street
Massachusetts
$64.2M -$3.61M -117,456 -5%
Luther King Capital Management (LKCM)
6
Luther King Capital Management (LKCM)
Texas
$39.7M
Millennium Management
7
Millennium Management
New York
$34.4M -$3.86M -125,478 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$34.1M -$187K -6,072 -0.5%
Northern Trust
9
Northern Trust
Illinois
$22.7M -$867K -28,210 -4%
American Century Companies
10
American Century Companies
Missouri
$19.1M -$3.59M -116,932 -16%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$17.3M -$2.63M -85,622 -13%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$15.9M -$19.7M -640,315 -55%
Goldman Sachs
13
Goldman Sachs
New York
$13.3M +$4.21M +136,945 +47%
Charles Schwab
14
Charles Schwab
California
$13.2M -$59K -1,919 -0.4%
BCM
15
Bridgeway Capital Management
Texas
$12.3M -$284K -9,257 -2%
Morgan Stanley
16
Morgan Stanley
New York
$11.6M +$1.44M +46,925 +14%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$11.1M -$678K -22,055 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9.67M +$9.56M +311,148 +23,465%
Invesco
19
Invesco
Georgia
$9.17M -$763K -24,835 -8%
HighTower Advisors
20
HighTower Advisors
Illinois
$8.61M -$23.7K -771 -0.3%
Principal Financial Group
21
Principal Financial Group
Iowa
$6.79M -$110K -3,594 -2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$6.3M +$26K +847 +0.4%
UBS Group
23
UBS Group
Switzerland
$5.35M +$113K +3,687 +2%
CA
24
Callahan Advisors
Texas
$5.02M -$15.3K -499 -0.3%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.93M -$638K -20,779 -12%

STEL Hedge Fund Activity: Q4 2025 in Review

194 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q4 2025, worth a combined $981M — up 2.4% from $958M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new STEL positions and 19 closed out — a net gain of 3 holders — while 63 added to existing stakes and 70 trimmed.

The largest buyer was North Reef Capital Management, adding an estimated $32.1M. The largest seller was William Blair Investment Management, cutting an estimated $19.7M.

  • 194 institutional investors held Stellar Bancorp (STEL) as of Q4 2025, up from 191 in Q3 2025.
  • Funds reported $981M of Stellar Bancorp stock for Q4 2025, up 2.4% quarter-over-quarter.
  • 22 funds opened new Stellar Bancorp positions in Q4 2025 and 19 closed out, a net change of +3 holders.
  • The largest Stellar Bancorp buyer in Q4 2025 was North Reef Capital Management, an estimated $32.1M added.
  • The largest Stellar Bancorp seller in Q4 2025 was William Blair Investment Management, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2025.