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Stellar Bancorp
STEL

Overview Fund Activity

182 hedge funds and large institutions have $867M invested in Stellar Bancorp in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-8
Holders Change %
-4.21%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
65
Reduced
64
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRCM
North Reef Capital Management
California
$43.1M
2
CFG
Cooper Financial Group
California
$8.68M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.36M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$63M
5
FSWA
Financial Synergies Wealth Advisors
Texas
$1.84M

Top Sellers

1
BlackRock
BlackRock
New York
$190M
2
Jane Street
Jane Street
New York
$1.36M
3
Goldman Sachs
Goldman Sachs
New York
$7.38M
4
RBA
Richard Bernstein Advisors
New York
$0
5
William Blair Investment Management
William Blair Investment Management
Illinois
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$4.9M -$255K -9,127 -5%
CA
27
Callahan Advisors
Texas
$4.55M -$112K -3,999 -2%
Public Sector Pension Investment Board (PSP Investments)
28
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.37M +$152K +5,431 +4%
COPPSERS
29
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.36M +$4.24M +395,583 +3,476%
CHJWM
30
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.34M -$3.6K -120 -0.1%
Bank of America
31
Bank of America
North Carolina
$4.09M +$440K +15,718 +12%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$4.02M +$75.3K +2,690 +2%
ECM
33
ExodusPoint Capital Management
New York
$3.98M +$1.61M +57,501 +68%
UBS AM
34
UBS AM
Illinois
$3.85M +$1.42M +50,898 +59%
RA
35
Royce & Associates
New York
$3.84M – – –
Legal & General Group
36
Legal & General Group
United Kingdom
$3.61M -$63.6K -2,274 -2%
UBS Group
37
UBS Group
Switzerland
$3.04M +$1.14M +40,565 +60%
NL
38
Nuveen LLC
North Carolina
$2.95M -$761K -27,208 -20%
Barclays
39
Barclays
United Kingdom
$2.95M +$953K +34,072 +48%
Swiss National Bank
40
Swiss National Bank
Switzerland
$2.65M -$97.9K -3,500 -4%
GLA
41
Great Lakes Advisors
Illinois
$2.55M -$637K -22,783 -20%
SWM
42
Segment Wealth Management
Texas
$2.24M +$895 +32 +0%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.2M +$25.3K +904 +1%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$2.14M -$425K -15,172 -17%
First Trust Advisors
45
First Trust Advisors
Illinois
$2.1M -$1.55M -55,444 -43%
Citigroup
46
Citigroup
New York
$1.98M -$349K -12,473 -15%
FSWA
47
Financial Synergies Wealth Advisors
Texas
$1.84M +$1.84M +65,848 New
PCMK
48
Paragon Capital Management (Kansas)
Kansas
$1.84M +$1.84M +65,848 New
SPIA
49
Steward Partners Investment Advisory
New York
$1.81M – – –
TA
50
Teton Advisors
New York
$1.57M -$50.4K -1,800 -3%
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