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StepStone Group

256 hedge funds and large institutions have $4.83B invested in StepStone Group in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 112 increasing their positions, 63 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

100% less call options, than puts

Call options by funds: $7K | Put options by funds: $2.17M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
256
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
$7K
Puts
$2.17M
Net Calls
Net Calls Change

Top Buyers

1 +$138M
2 +$50.5M
3 +$47.5M
4
Ameriprise
Ameriprise
Minnesota
+$34.9M
5
UBS Group
UBS Group
Switzerland
+$29.5M

Top Sellers

1 -$102M
2 -$36.6M
3 -$33.2M
4
Millennium Management
Millennium Management
New York
-$30.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
226
UBS AM
Illinois
$2.48K
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$2.48K
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$2.42K
NC
229
North Capital
Utah
$1.83K
TWD
230
True Wealth Design
Ohio
$1.63K
WT
231
Whittier Trust
California
$1.21K
SS
232
SBI Securities
Japan
$1.11K
PMAM
233
Picton Mahoney Asset Management
Ontario, Canada
$1K
JWM
234
JPL Wealth Management
Colorado
$980
SC
235
SouthState Corp
Florida
$719
PWA
236
Physician Wealth Advisors
Utah
$719
FFO
237
Fortitude Family Office
Arizona
$718
SHIM
238
Stone House Investment Management
Pennsylvania
$718
HFS
239
Hughes Financial Services
Virginia
$683
RWM
240
Rialto Wealth Management
New York
$654
GA
241
Guerra Advisors
Florida
$653
CT
242
Clearstead Trust
Maine
$523
JWA
243
JFS Wealth Advisors
Pennsylvania
$458
IA
244
IFP Advisors
Florida
$392
HNB
245
Huntington National Bank
Ohio
$326
DPW
246
DiNuzzo Private Wealth
Pennsylvania
$311
AGWCA
247
Annis Gardner Whiting Capital Advisors
Florida
$262
AWM
248
Abound Wealth Management
Tennessee
$196
ASN
249
Advisory Services Network
Georgia
$196
SIC
250
SJS Investment Consulting
Ohio
$131