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Stem
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Overview Fund Activity

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
Holders
154
Holders Change
+13
Holders Change %
+9.22%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
38
Reduced
43
Closed
15
Calls
$413K
Puts
$177K
Net Calls
+$236K
Net Calls Change
+$76K

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$434K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$109K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$75.6K
4
IC
IEQ Capital
California
+$46.6K
5
GS
GWN Securities
Florida
+$44.9K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.05M
2
PGCM
Prescott Group Capital Management
Oklahoma
-$469K
3
CCM
Collar Capital Management
Wisconsin
-$223K
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$203K
5
Morgan Stanley
Morgan Stanley
New York
-$178K
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$420 -$329 -47 -44%
AF
127
Allworth Financial
California
$413 – – –
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$385 +$210 +30 +120%
RA
129
Rise Advisors
New York
$356 +$356 +51 New
Jones Financial Companies
130
Jones Financial Companies
Missouri
$319 +$241 +31 +310%
MCM
131
MAI Capital Management
Ohio
$263 – – –
SIS
132
Strategic Investment Solutions
Illinois
$263 – – –
WSFS
133
Wilmington Savings Fund Society
Delaware
$245 – – –
HPC
134
HM Payson & Co
Maine
$176 – – –
PPA
135
Pilgrim Partners Asia
Singapore
$175 – – –
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$175 – – –
Russell Investments Group
137
Russell Investments Group
United Kingdom
$133 +$133 +19 New
HI
138
Harbour Investments
Wisconsin
$125 – – –
PA
139
PSI Advisors
Florida
$105 – – –
GEA
140
Glen Eagle Advisors
New Jersey
$93 – – –
DWM
141
Dogwood Wealth Management
Kansas
$81 – – –
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$71 – – –
LWMI
143
Legacy Wealth Management (Idaho)
Idaho
$71 +$71 +10 New
MG
144
Mather Group
Illinois
$70 +$70 +10 New
SW
145
SVB Wealth
Massachusetts
$70 +$70 +10 New
NA
146
NewEdge Advisors
Louisiana
$55 – – –
PPA
147
Painted Porch Advisors
California
$51 – – –
OWP
148
ORG Wealth Partners
Texas
$50 +$50 +8 New
AFG
149
Albion Financial Group
Utah
$48 – – –
IA
150
IFP Advisors
Florida
$35 -$350 -50 -91%
3 4 5
6
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