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StepStone Group
STEP

Overview Fund Activity

266 hedge funds and large institutions have $3.95B invested in StepStone Group in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 26 closing their positions.

Holders
266
Holders Change
+29
Holders Change %
+12.24%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
57
Increased
87
Reduced
92
Closed
26
Calls
$960K
Puts
$1.75M
Net Calls
-$788K
Net Calls Change
-$620K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$244M
2
Citadel Advisors
2
Citadel Advisors
Florida
$105M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$52M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$21.4M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$129M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
FAM
2
Fred Alger Management
New York
$47.7M
3
BlackRock
3
BlackRock
New York
$524M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.93M
5
GIM
5
Granahan Investment Management
Massachusetts
$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
226
Rothschild Investment LLC
Illinois
$8.33K +$1.39K +25 +20%
TPWA
227
Twin Peaks Wealth Advisors
California
$7.42K +$7.42K +121 New
AF
228
Allworth Financial
California
$6.83K -$1.17K -21 -15%
SPIA
229
Steward Partners Investment Advisory
New York
$6.49K -$1.83K -33 -22%
CIAM
230
Caitong International Asset Management
Hong Kong
$6.44K +$6.44K +116 New
BFS
231
Bare Financial Services
Pennsylvania
$5.72K +$4.22K +76 +281%
SAM
232
Smartleaf Asset Management
Massachusetts
$5.28K -$4.61K -82 -47%
AssetMark Inc
233
AssetMark Inc
California
$4.61K +$4.61K +83 New
GRP
234
Global Retirement Partners
California
$4.5K +$4.5K +81 New
Bessemer Group
235
Bessemer Group
New Jersey
$4K -$3.47K -66 -46%
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$4K -$3.77K -68 -49%
HNW
237
High Note Wealth
Minnesota
$3.94K +$944 +17 +31%
HFS
238
Hantz Financial Services
Michigan
$3K +$1.76K +27 +142%
WWM
239
Wolff Wiese Magana
California
$2.66K – – –
PFBT
240
Parkside Financial Bank & Trust
Missouri
$2.33K – – –
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$2.11K +$2.11K +38 New
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$2.05K – – –
Jones Financial Companies
243
Jones Financial Companies
Missouri
$2.02K +$2.02K +36 New
NC
244
North Capital
Utah
$1.55K – – –
TWD
245
True Wealth Design
Ohio
$1.39K – – –
MCM
246
MAI Capital Management
Ohio
$1.39K +$1.39K +25 New
ACM
247
Aster Capital Management
United Arab Emirates
$1.17K -$80K -1,441 -99%
PMAM
248
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
WT
249
Whittier Trust
California
$999 -$999 -18 -50%
SS
250
SBI Securities
Japan
$999 – – –
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