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Stem
STEM

86 hedge funds and large institutions have $27.9M invested in Stem in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $7.38M | Put options by funds: $6.31M

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more funds holding

Funds holding: 85 → 86 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.32% less ownership

Funds ownership: 23.41% → 22.09% (-1.3%)

19% less capital invested

Capital invested by funds: $34.4M → $27.9M (-$6.49M)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
18
Reduced
25
Closed
18
Calls
$7.38M
Puts
$6.31M
Net Calls
+$1.07M
Net Calls Change
-$9.03M

Top Buyers

1
GCP
GSA Capital Partners
United Kingdom
+$1.29M
2
BCM
Bridgeway Capital Management
Texas
+$1.03M
3
JF
Jump Financial
Illinois
+$680K
4
DnB Asset Management
DnB Asset Management
Norway
+$622K
5
TI
Trexquant Investment
Connecticut
+$490K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.94M
2
Marshall Wace
Marshall Wace
United Kingdom
-$1.47M
3
Citadel Advisors
Citadel Advisors
Florida
-$850K
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$791K
5
UBS Group
UBS Group
Switzerland
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$17.6K -$498 -26 -2%
Osaic Holdings
52
Osaic Holdings
Arizona
$13.5K +$2.95K +154 +21%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$7.16K – – –
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$6.13K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$5K -$4.92K -257 -43%
HC
56
Hurley Capital
New York
$3.69K – – –
GI
57
GAMMA Investing
California
$3.43K -$230 -12 -5%
CFG
58
CKW Financial Group
Hawaii
$3K – – –
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3K -$862 -45 -18%
SS
60
SBI Securities
Japan
$2.24K – – –
Federated Hermes
61
Federated Hermes
Pennsylvania
$1.48K – – –
FFA
62
Farther Finance Advisors
California
$1.46K +$1.86K +97 New
Jones Financial Companies
63
Jones Financial Companies
Missouri
$1.45K -$1.01K -53 -36%
Optiver Holding
64
Optiver Holding
Netherlands
$1.31K – – –
CA
65
Clearstead Advisors
Ohio
$1.2K -$1.25K -65 -45%
US Bancorp
66
US Bancorp
Minnesota
$1.01K – – –
Bessemer Group
67
Bessemer Group
New Jersey
$1K +$1.13K +59 New
CFM
68
Cornerstone Financial Management
Massachusetts
$993 +$1.26K +66 New
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$753 – – –
AF
70
Allworth Financial
California
$633 -$192 -10 -19%
MCM
71
MAI Capital Management
Ohio
$557 – – –
SIS
72
Strategic Investment Solutions
Illinois
$557 – – –
WSFS
73
Wilmington Savings Fund Society
Delaware
$527 – – –
Barclays
74
Barclays
United Kingdom
$497 – – –
FFO
75
Fortitude Family Office
Arizona
$436 +$556 +29 New
1 2
3
4 5

STEM Hedge Fund Activity: Q4 2025 in Review

86 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q4 2025, worth a combined $27.9M — down 19% from $34.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new STEM positions and 18 closed out — a net gain of 2 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was GSA Capital Partners, adding an estimated $1.29M. The largest seller was Bank of America, cutting an estimated $3.94M.

  • 86 institutional investors held Stem (STEM) as of Q4 2025, up from 85 in Q3 2025.
  • Funds reported $27.9M of Stem stock for Q4 2025, down 19% quarter-over-quarter.
  • 20 funds opened new Stem positions in Q4 2025 and 18 closed out, a net change of +2 holders.
  • The largest Stem buyer in Q4 2025 was GSA Capital Partners, an estimated $1.29M added.
  • The largest Stem seller in Q4 2025 was Bank of America, an estimated $3.94M sold.

Based on aggregated 13F filings for Q4 2025.