STEL icon

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 %
BlackRock
1
BlackRock
New York
$190M -$16.2M -579,736 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$91.1M -$112K -4,014 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$63M +$3.51M +125,465 +6%
State Street
4
State Street
Massachusetts
$59.2M +$1.74M +62,096 +3%
NRCM
5
North Reef Capital Management
California
$43.1M +$42.5M +1,520,000 +7,600%
Luther King Capital Management (LKCM)
6
Luther King Capital Management (LKCM)
Texas
$35.9M +$74.4K +2,660 +0.2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$30.7M -$1.25M -44,501 -4%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$29.9M -$2.42M -86,451 -7%
Millennium Management
9
Millennium Management
New York
$25.7M +$1.05M +37,388 +4%
Northern Trust
10
Northern Trust
Illinois
$21.2M -$891K -31,844 -4%
American Century Companies
11
American Century Companies
Missouri
$20.6M -$436K -15,567 -2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$17.9M -$1.95M -69,567 -10%
Charles Schwab
13
Charles Schwab
California
$11.8M -$435K -15,550 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11.2M -$265K -9,485 -2%
BCM
15
Bridgeway Capital Management
Texas
$11M +$270K +9,664 +3%
Morgan Stanley
16
Morgan Stanley
New York
$11M +$647K +23,126 +6%
CFG
17
Cooper Financial Group
California
$8.68M +$8.68M +310,293 New
HighTower Advisors
18
HighTower Advisors
Illinois
$8.01M +$203K +7,247 +3%
Invesco
19
Invesco
Georgia
$7.59M -$1.4M -50,104 -16%
Goldman Sachs
20
Goldman Sachs
New York
$7.38M -$3.54M -126,653 -32%
Principal Financial Group
21
Principal Financial Group
Iowa
$6.36M -$270K -9,660 -4%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$5.69M +$1.71K +61 +0%
FWA
23
FOCUS Wealth Advisors
Texas
$5.48M – – –
EF
24
Empowered Funds
Pennsylvania
$5.19M +$270K +9,664 +5%
Truist Financial
25
Truist Financial
North Carolina
$4.9M – – –
1
2 3 4 5