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Stem
STEM

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: 149 → 141 (-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

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$415K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$343K
4
Group One Trading
Group One Trading
Illinois
+$233K
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$145K

Top Sellers

1
ECM
ExodusPoint Capital Management
New York
-$909K
2
UBS AM
UBS AM
Illinois
-$837K
3
State Street
State Street
Massachusetts
-$767K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$706K
5
IEFM
IQ EQ Fund Management
Ireland
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
76
Ethic Inc
New York
$12.8K +$9.17K +1,065 New
Corient Private Wealth
77
Corient Private Wealth
Florida
$12.1K -$3.93K -457 -31%
CIA
78
Corigliano Investment Advisers
North Carolina
$12.1K +$8.61K +1,000 New
VOYA Investment Management
79
VOYA Investment Management
Georgia
$10.3K -$19K -2,205 -72%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$9.72K +$560 +65 +9%
Legal & General Group
81
Legal & General Group
United Kingdom
$9.21K – – –
Belvedere Trading
82
Belvedere Trading
Illinois
$9.07K +$6.47K +752 New
MIM
83
MTM Investment Management
South Carolina
$9.04K – – –
Osaic Holdings
84
Osaic Holdings
Arizona
$8.81K -$2.33K -271 -27%
CWM
85
CIBC World Markets
New York
$8.57K +$6.11K +710 New
Mariner
86
Mariner
Kansas
$8.56K +$6.11K +710 New
AIP
87
Ameritas Investment Partners
Nebraska
$8.54K – – –
CIBC World Market
88
CIBC World Market
Ontario, Canada
$8K +$5.9K +685 New
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$7.97K +$5.69K +661 New
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$7.94K -$430 -50 -10%
NFTC
91
North Forty Two & Co
Oregon
$7.93K +$5.67K +658 New
WANY
92
Wealthspire Advisors (New York)
New York
$7.89K – – –
LCM
93
Lazari Capital Management
California
$7.58K – – –
DCM
94
Deuterium Capital Management
Florida
$7.24K – – –
William Blair & Company
95
William Blair & Company
Illinois
$7.16K +$5.11K +593 New
OL
96
Optas LLC
Texas
$6.92K -$11.2K -1,306 -69%
MWM
97
Maridea Wealth Management
New York
$6.75K +$4.81K +559 New
IWM
98
IHT Wealth Management
Illinois
$6.65K -$77 -9 -2%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$6.63K – – –
HSA
100
HBK Sorce Advisory
Pennsylvania
$6.42K +$4.58K +532 New
2 3
4
5 6

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.