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StepStone Group

253 hedge funds and large institutions have $3.95B invested in StepStone Group in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 97 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+45
Holders Change %
+21.63%
% of All Funds
3.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
64
Increased
97
Reduced
63
Closed
15
Calls
$3.27M
Puts
$272K
Net Calls
+$3M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
226
Allworth Financial
California
$3.63K +$637 +10 +21%
AWM
227
Avior Wealth Management
Nebraska
$3.53K -$463 -8 -12%
PAI
228
Pittenger & Anderson Inc
Nebraska
$3.42K +$3.42K +59 New
HNW
229
High Note Wealth
Minnesota
$3.3K +$3.3K +57 New
Jones Financial Companies
230
Jones Financial Companies
Missouri
$3.01K
VWM
231
Venturi Wealth Management
Texas
$2.89K
WWM
232
Wolff Wiese Magana
California
$2.78K
QL
233
Quarry LP
New York
$2.37K +$2.37K +41 New
EWA
234
EverSource Wealth Advisors
Alabama
$2.14K -$28.1K -485 -93%
WT
235
Whittier Trust
California
$2.08K -$7.35K -127 -78%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$2.03K
SS
237
SBI Securities
Japan
$1.56K +$1.56K +27 New
AAP
238
Arax Advisory Partners
Colorado
$1.51K
BIG
239
Brooklyn Investment Group
New York
$1.45K +$1.45K +25 New
FFO
240
Fortitude Family Office
Arizona
$1.1K
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$1.04K +$1.04K +18 New
PMAM
242
Picton Mahoney Asset Management
Ontario, Canada
$1K
JWA
243
JFS Wealth Advisors
Pennsylvania
$869
CA
244
CoreCap Advisors
Michigan
$463 +$463 +8 New
VHAM
245
Van Hulzen Asset Management
California
$406 +$406 +7 New
PFBT
246
Parkside Financial Bank & Trust
Missouri
$348 +$348 +6 New
DPW
247
DiNuzzo Private Wealth
Pennsylvania
$290
SIC
248
SJS Investment Consulting
Ohio
$290
WCM
249
WealthTrak Capital Management
Virginia
$290 +$290 +5 New
AWM
250
Abound Wealth Management
Tennessee
$232