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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 %
SIS
151
Sound Income Strategies
Florida
$35 – – –
SPIA
152
Steward Partners Investment Advisory
New York
$35 +$35 +5 New
MTIC
153
Missouri Trust & Investment Company
Missouri
$19 – – –
SWIM
154
Smallwood Wealth Investment Management
New Jersey
$14 +$14 +2 New
PGCM
155
Prescott Group Capital Management
Oklahoma
– -$469K -38,929 Closed
CCM
156
Collar Capital Management
Wisconsin
– -$223K -18,491 Closed
Canada Pension Plan Investment Board
157
Canada Pension Plan Investment Board
Ontario, Canada
– -$203K -16,795 Closed
LCS
158
Levin Capital Strategies
New York
– -$60.3K -5,000 Closed
IAIM
159
International Assets Investment Management
Florida
– -$29.5K -1,903 Closed
Neuberger Berman Group
160
Neuberger Berman Group
New York
– -$17.8K -1,475 Closed
CIA
161
Corigliano Investment Advisers
North Carolina
– -$12.1K -1,000 Closed
VOYA Investment Management
162
VOYA Investment Management
Georgia
– -$10.3K -857 Closed
Belvedere Trading
163
Belvedere Trading
Illinois
– -$9.07K -752 Closed
Citadel Advisors
164
Citadel Advisors
Florida
– -$886 -74 Closed
MRP
165
Measured Risk Portfolios
California
– -$464 -39 Closed
SS
166
Sunbelt Securities
Texas
– -$176 -12 Closed
OP
167
ORG Partners
Indiana
– -$90 -8 Closed
AWM
168
Avior Wealth Management
Nebraska
– -$21 -2 Closed
EC
169
Elequin Capital
New York
– -$17 -1 Closed
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