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Stellar Bancorp

183 hedge funds and large institutions have $868M invested in Stellar Bancorp in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
183
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$4.9M
CA
27
Callahan Advisors
Texas
$4.55M
Public Sector Pension Investment Board (PSP Investments)
28
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.37M
COPPSERS
29
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.36M
CHJWM
30
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.34M
Bank of America
31
Bank of America
North Carolina
$4.09M
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$4.02M
ECM
33
ExodusPoint Capital Management
New York
$3.98M
UBS AM
34
UBS AM
Illinois
$3.85M
RA
35
Royce & Associates
New York
$3.84M
Legal & General Group
36
Legal & General Group
United Kingdom
$3.61M
UBS Group
37
UBS Group
Switzerland
$3.04M
NL
38
Nuveen LLC
North Carolina
$2.95M
Barclays
39
Barclays
United Kingdom
$2.95M
Swiss National Bank
40
Swiss National Bank
Switzerland
$2.65M
GLA
41
Great Lakes Advisors
Illinois
$2.55M
SWM
42
Segment Wealth Management
Texas
$2.24M
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.2M
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$2.14M
First Trust Advisors
45
First Trust Advisors
Illinois
$2.1M
Citigroup
46
Citigroup
New York
$1.98M
FSWA
47
Financial Synergies Wealth Advisors
Texas
$1.84M
PCMK
48
Paragon Capital Management (Kansas)
Kansas
$1.84M
SPIA
49
Steward Partners Investment Advisory
New York
$1.81M
TA
50
Teton Advisors
New York
$1.57M