We are live on ! Find out more

85 hedge funds and large institutions have $34.4M invested in Stem in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more capital invested

Capital invested by funds: $10.1M → $34.4M (+$24.3M)

97% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $10.4M

22.76% more ownership

Funds ownership: 0.65%23.41% (+23%)

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

5% more funds holding

Funds holding: 8185 (+4)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
20
Reduced
20
Closed
20
Calls
$20.6M
Puts
$10.4M
Net Calls
+$10.1M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EverSource Wealth Advisors
Alabama
$175 -$1.2K -85 -89%
MG
77
Mather Group
Illinois
$175 +$141 +10 New
AAP
78
Arax Advisory Partners
Colorado
$140 +$113 +8 New
PPA
79
Painted Porch Advisors
California
$123
OWP
80
ORG Wealth Partners
Texas
$122
SIS
81
Sound Income Strategies
Florida
$115 +$71 +5 New
PS
82
Principal Securities
Iowa
$88
SPIA
83
Steward Partners Investment Advisory
New York
$88
SWIM
84
Smallwood Wealth Investment Management
New Jersey
$35
MTIC
85
Missouri Trust & Investment Company
Missouri
$35 +$28 +2 New
AQR Capital Management
86
AQR Capital Management
Connecticut
-$302K -48,446 Closed
Jane Street
87
Jane Street
New York
-$620K -43,836 Closed
Lido Advisors
88
Lido Advisors
California
-$140K -22,394 Closed
JG
89
Jain Global
New York
-$94.7K -15,203 Closed
RPA
90
Rock Point Advisors
Vermont
-$73.8K -11,847 Closed
AC
91
AXQ Capital
New Jersey
-$71.9K -11,541 Closed
HF
92
HRT Financial
New York
-$69K -11,203 Closed
Raymond James Financial
93
Raymond James Financial
Florida
-$10.3K -1,651 Closed
FFO
94
Fortitude Family Office
Arizona
-$287 -46 Closed
Legal & General Group
95
Legal & General Group
United Kingdom
-$243 -39 Closed
SS
96
Sunbelt Securities
Texas
-$21 -35 Closed
CIAM
97
Caitong International Asset Management
Hong Kong
-$206 -33 Closed
EP
98
Essential Partners
California
-$174 -28 Closed
DB
99
Danske Bank
Denmark
-$69 -11 Closed
MYIA
100
Mount Yale Investment Advisors
Colorado
-$62 -10 Closed

STEM Hedge Fund Activity: Q3 2025 in Review

85 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q3 2025, worth a combined $34.4M — up 242% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new STEM positions and 20 closed out — a net gain of 4 holders — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Marshall Wace, adding an estimated $3.02M. The largest seller was Jane Street, exiting entirely with an estimated $620K sold.

  • 85 institutional investors held Stem (STEM) as of Q3 2025, up from 81 in Q2 2025.
  • Funds reported $34.4M of Stem stock for Q3 2025, up 242% quarter-over-quarter.
  • 24 funds opened new Stem positions in Q3 2025 and 20 closed out, a net change of +4 holders.
  • The largest Stem buyer in Q3 2025 was Marshall Wace, an estimated $3.02M added.
  • The largest Stem seller in Q3 2025 was Jane Street, an estimated $620K sold.

Based on aggregated 13F filings for Q3 2025.