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75 hedge funds and large institutions have $17.4M invested in Stem in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $1.07M

0.97% more ownership

Funds ownership: 22.09%23.06% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 8675 (-11)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

38% less capital invested

Capital invested by funds: $27.9M → $17.4M (-$10.5M)

Holders
75
Holders Change
-11
Holders Change %
-12.79%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
16
Reduced
21
Closed
19
Calls
$1.68M
Puts
$1.07M
Net Calls
+$603K
Net Calls Change
-$469K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$123K +$45.7K +3,400 +32%
SPS
27
Susquehanna Portfolio Strategies
Pennsylvania
$106K -$199K -14,826 -55%
Bank of America
28
Bank of America
North Carolina
$101K -$13.4K -1,000 -8%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$91K +$93.4K +6,955 +193%
XT
30
XTX Topco
Cayman Islands
$89.9K -$59.2K -4,407 -30%
ZDA
31
Zweig-DiMenna Associates
New York
$73.4K
Group One Trading
32
Group One Trading
Illinois
$44.6K +$29.5K +2,199 +77%
Wells Fargo
33
Wells Fargo
California
$31.6K -$108K -8,069 -69%
VGA
34
Vanguard Global Advisers
Pennsylvania
$25.2K +$38.3K +2,852 New
SPIA
35
Steward Partners Investment Advisory
New York
$22K +$33.4K +2,487 New
IAIM
36
International Assets Investment Management
Florida
$16.8K
IA
37
IFP Advisors
Florida
$13.1K
TRCT
38
Tower Research Capital (TRC)
New York
$10.9K -$1.3K -97 -7%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$9.55K -$1.2K -89 -8%
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$8.65K -$10.2K -762 -44%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$7.41K -$18.7K -1,391 -62%
Osaic Holdings
42
Osaic Holdings
Arizona
$7.27K -$994 -74 -8%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$3.55K -$67 -5 -1%
Deutsche Bank
44
Deutsche Bank
Germany
$3.07K -$49.7K -3,700 -91%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$2.17K -$1.25K -93 -27%
HC
46
Hurley Capital
New York
$2.17K
CFG
47
CKW Financial Group
Hawaii
$2K
GI
48
GAMMA Investing
California
$1.79K -$349 -26 -11%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.76K
SS
50
SBI Securities
Japan
$1.31K -$13 -1 -0.7%

STEM Hedge Fund Activity: Q1 2026 in Review

75 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q1 2026, worth a combined $17.4M — down 38% from $27.9M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of STEM and 12 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was Marshall Wace, adding an estimated $1.67M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.12M sold.

  • 75 institutional investors held Stem (STEM) as of Q1 2026, down from 86 in Q4 2025.
  • Funds reported $17.4M of Stem stock for Q1 2026, down 38% quarter-over-quarter.
  • 12 funds opened new Stem positions in Q1 2026 and 19 closed out, a net change of -7 holders.
  • The largest Stem buyer in Q1 2026 was Marshall Wace, an estimated $1.67M added.
  • The largest Stem seller in Q1 2026 was Susquehanna International Group, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2026.