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154 hedge funds and large institutions have $16.2M invested in Stem in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $413K | Put options by funds: $177K

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

9% more funds holding

Funds holding: 141154 (+13)

0.17% less ownership

Funds ownership: 1.57%1.41% (-0.17%)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

48% less capital invested

Capital invested by funds: $30.9M → $16.2M (-$14.8M)

Holders
154
Holders Change
+13
Holders Change %
+9.22%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
39
Reduced
43
Closed
15
Calls
$413K
Puts
$177K
Net Calls
+$236K
Net Calls Change
+$76K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$96.1K -$116K -9,987 -42%
XT
27
XTX Topco
Cayman Islands
$80.7K -$32.6K -2,813 -20%
SA
28
Sanctuary Advisors
Indiana
$80.2K +$475 +41 +0.4%
Nomura Holdings
29
Nomura Holdings
Japan
$80.2K +$25.7K +2,222 +24%
Invesco
30
Invesco
Georgia
$77.7K -$31.3K -2,702 -20%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$74.8K -$11.1K -962 -8%
Two Sigma Investments
32
Two Sigma Investments
New York
$72.9K +$811 +70 +0.7%
Barclays
33
Barclays
United Kingdom
$64.7K -$27.9K -2,406 -21%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$61.4K +$47.5K +4,105 +88%
ECP
35
Electron Capital Partners
New York
$57.2K +$18.7K +1,616 +25%
VPIM
36
Vanguard Personalized Indexing Management
California
$56.2K +$13.2K +1,144 +17%
IC
37
IEQ Capital
California
$46.6K +$77.1K +6,657 New
GS
38
GWN Securities
Florida
$44.9K +$46.8K +4,039 New
Skandinaviska Enskilda Banken (SEB)
39
Skandinaviska Enskilda Banken (SEB)
Sweden
$43.1K -$38.2K -3,297 -35%
Bank of America
40
Bank of America
North Carolina
$41.4K -$38K -3,284 -36%
IIM
41
INTECH Investment Management
Florida
$32.8K +$54.2K +4,680 New
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$32.1K
Mirae Asset Global ETFs Holdings
43
Mirae Asset Global ETFs Holdings
Hong Kong
$31.9K +$2.22K +192 +4%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$31.2K -$197K -17,004 -79%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$31K +$39.6K +3,420 +318%
Cerity Partners
46
Cerity Partners
New York
$29K +$47.9K +4,133 New
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$27.1K -$25.6K -2,207 -36%
CF
48
Corebridge Financial
Texas
$26.1K -$637 -55 -1%
JP Morgan Chase
49
JP Morgan Chase
New York
$25.1K -$35 -3 -0.1%
MCC
50
Money Concepts Capital
Florida
$24.5K

STEM Hedge Fund Activity: Q1 2025 in Review

154 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q1 2025, worth a combined $16.2M — down 48% from $30.9M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new STEM positions and 15 closed out — a net gain of 14 holders — while 39 added to existing stakes and 43 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $717K. The largest seller was UBS Group, cutting an estimated $1.73M.

  • 154 institutional investors held Stem (STEM) as of Q1 2025, up from 141 in Q4 2024.
  • Funds reported $16.2M of Stem stock for Q1 2025, down 48% quarter-over-quarter.
  • 29 funds opened new Stem positions in Q1 2025 and 15 closed out, a net change of +14 holders.
  • The largest Stem buyer in Q1 2025 was AQR Capital Management, an estimated $717K added.
  • The largest Stem seller in Q1 2025 was UBS Group, an estimated $1.73M sold.

Based on aggregated 13F filings for Q1 2025.