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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$46K
SSG
152
Summit Securities Group
New York
$45K
GI
153
GAMMA Investing
California
$41.2K
SCM
154
Sterling Capital Management
North Carolina
$35.6K
CCM
155
Chilton Capital Management
Texas
$32.9K
MCM
156
MAI Capital Management
Ohio
$29.1K
EWA
157
EverSource Wealth Advisors
Alabama
$21K
PA
158
Parallel Advisors
California
$18.6K
SAM
159
Smartleaf Asset Management
Massachusetts
$10.4K
S
160
SignatureFD
Georgia
$7.33K
HCA
161
Harbor Capital Advisors
Illinois
$7K
LAM
162
Lummis Asset Management
Texas
$5.6K
TPWA
163
Twin Peaks Wealth Advisors
California
$5.54K
CA
164
Clearstead Advisors
Ohio
$5.32K
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$4.7K
TWD
166
True Wealth Design
Ohio
$4.06K
Bessemer Group
167
Bessemer Group
New Jersey
$4K
UB
168
UMB Bank
Missouri
$3.81K
BIG
169
Brooklyn Investment Group
New York
$3.55K
AF
170
Allworth Financial
California
$3.25K
US Bancorp
171
US Bancorp
Minnesota
$2.85K
ACM
172
Aster Capital Management
United Arab Emirates
$2.8K
IA
173
IFP Advisors
Florida
$2.63K
RIL
174
Rothschild Investment LLC
Illinois
$2.38K
BFS
175
Bare Financial Services
Pennsylvania
$2.32K