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141 hedge funds and large institutions have $30.9M invested in Stem in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $19.9M → $30.9M (+$11.1M)

24% more call options, than puts

Call options by funds: $830K | Put options by funds: $670K

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0.17% less ownership

Funds ownership: 1.75%1.57% (-0.17%)

5% less funds holding

Funds holding: 149141 (-8)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
37
Reduced
36
Closed
31
Calls
$830K
Puts
$670K
Net Calls
+$160K
Net Calls Change
+$89K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$38K +$4.36K +506 +19%
Wolverine Trading
52
Wolverine Trading
Illinois
$37K +$13.6K +1,577 +177%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$35.8K
Raymond James Financial
54
Raymond James Financial
Florida
$35.7K +$25.5K +2,964 New
EGM
55
Engineers Gate Manager
New York
$31.6K
AWM
56
Aries Wealth Management
Maine
$30.1K +$10.8K +1,250 +100%
IAIM
57
International Assets Investment Management
Florida
$29.5K +$10.5K +1,223 +180%
AG
58
AlTi Global
New York
$29.3K -$72.9K -8,466 -78%
ProShare Advisors
59
ProShare Advisors
Maryland
$25.8K +$6.06K +704 +49%
IWC
60
Integrated Wealth Concepts
Massachusetts
$25.6K +$783 +91 +4%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$24.5K
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$20.6K +$732 +85 +5%
N
63
Nuveen
North Carolina
$20K
HA
64
Huntleigh Advisors
Missouri
$19.5K +$13.9K +1,615 New
Millennium Management
65
Millennium Management
New York
$19.4K -$276 -32 -2%
PFSRSONJ
66
Police & Firemen's Retirement System of New Jersey
New Jersey
$19.4K +$13.8K +1,606 New
Neuberger Berman Group
67
Neuberger Berman Group
New York
$17.8K
HWM
68
HB Wealth Management
Georgia
$17.7K
TRCT
69
Tower Research Capital (TRC)
New York
$16.4K -$301 -35 -3%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$15K
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$14K -$2.19K -254 -18%
KPWS
72
Kestra Private Wealth Services
Texas
$13.6K +$1.51K +175 +18%
LPL Financial
73
LPL Financial
California
$13.2K +$9.41K +1,093 New
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$13K -$3.14K -365 -25%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$13K +$7.64K +888 +472%

STEM Hedge Fund Activity: Q4 2024 in Review

141 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q4 2024, worth a combined $30.9M — up 56% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of STEM and 26 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 37 added.

The largest buyer was UBS Group, adding an estimated $1.81M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $909K sold.

  • 141 institutional investors held Stem (STEM) as of Q4 2024, down from 149 in Q3 2024.
  • Funds reported $30.9M of Stem stock for Q4 2024, up 56% quarter-over-quarter.
  • 26 funds opened new Stem positions in Q4 2024 and 31 closed out, a net change of -5 holders.
  • The largest Stem buyer in Q4 2024 was UBS Group, an estimated $1.81M added.
  • The largest Stem seller in Q4 2024 was ExodusPoint Capital Management, an estimated $909K sold.

Based on aggregated 13F filings for Q4 2024.