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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
HPC
76
HM Payson & Co
Maine
$377 – – –
CA
77
CoreCap Advisors
Michigan
$376 – – –
QC
78
Quent Capital
New York
$376 +$479 +25 New
Comerica Bank
79
Comerica Bank
Texas
$301 – – –
SWP
80
Strategic Wealth Partners
Ohio
$286 +$364 +19 New
DWM
81
Dogwood Wealth Management
Kansas
$166 – – –
OWP
82
ORG Wealth Partners
Texas
$105 – – –
SIS
83
Sound Income Strategies
Florida
$103 – – –
Russell Investments Group
84
Russell Investments Group
United Kingdom
$90 -$17.8K -930 -99%
SAG
85
SageView Advisory Group
California
$31 +$38 +2 New
SWIM
86
Smallwood Wealth Investment Management
New Jersey
$30 – – –
Citadel Advisors
87
Citadel Advisors
Florida
– -$850K -44,340 Closed
VF
88
Virtu Financial
New York
– -$225K -12,856 Closed
SA
89
Sanctuary Advisors
Indiana
– -$201K -11,462 Closed
Skandinaviska Enskilda Banken (SEB)
90
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$54.6K -3,115 Closed
WANY
91
Wealthspire Advisors (New York)
New York
– -$12.7K -723 Closed
HI
92
Harbour Investments
Wisconsin
– -$2.02K -115 Closed
NFSG
93
Newbridge Financial Services Group
Florida
– -$1.68K -96 Closed
ASN
94
Advisory Services Network
Georgia
– -$876 -50 Closed
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
– -$438 -25 Closed
PPA
96
Pilgrim Partners Asia
Singapore
– -$438 -25 Closed
DZ Bank
97
DZ Bank
Germany
– -$350 -20 Closed
EWA
98
EverSource Wealth Advisors
Alabama
– -$175 -10 Closed
MG
99
Mather Group
Illinois
– -$175 -10 Closed
AAP
100
Arax Advisory Partners
Colorado
– -$140 -8 Closed
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.