154 hedge funds and large institutions have $16.1M invested in Stem in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

48% less capital invested

Capital invested by funds: $30.9M → $16.1M (-$14.8M)

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$413K
Puts
$177K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
101
Wolverine Trading
Illinois
$4.13K
CCM
102
Chickasaw Capital Management
Tennessee
$4K
MWM
103
Maridea Wealth Management
New York
$3.92K
CA
104
Claro Advisors
Massachusetts
$3.9K
Prudential Financial
105
Prudential Financial
New Jersey
$3.89K
IWM
106
IHT Wealth Management
Illinois
$3.87K
Principal Financial Group
107
Principal Financial Group
Iowa
$3.86K
California State Teachers Retirement System (CalSTRS)
108
California State Teachers Retirement System (CalSTRS)
California
$3.85K
Osaic Holdings
109
Osaic Holdings
Arizona
$3.81K
CCP
110
Clarity Capital Partners
California
$3.5K
JIC
111
Johnson Investment Counsel
Ohio
$3.5K
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$3.26K
AB
113
Amalgamated Bank
New York
$2K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.71K
SS
115
SBI Securities
Japan
$1.23K
CA
116
Clearstead Advisors
Ohio
$1.02K
CFG
117
CKW Financial Group
Hawaii
$1K
SCM
118
Sterling Capital Management
North Carolina
$956
CA
119
CoreCap Advisors
Michigan
$808
EWA
120
EverSource Wealth Advisors
Alabama
$799
Optiver Holding
121
Optiver Holding
Netherlands
$612
TWD
122
True Wealth Design
Ohio
$574
US Bancorp
123
US Bancorp
Minnesota
$533
GIA
124
GHP Investment Advisors
Colorado
$488
CCM
125
Coldstream Capital Management
Washington
$486