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StepStone Group

252 hedge funds and large institutions have $4.83B invested in StepStone Group in 2025 Q3 according to their latest regulatory filings, with 33 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:

25% less first-time investments, than exits

New positions opened: 33 | 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
252
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 +$147M
2 +$54M
3 +$50.9M
4
Ameriprise
Ameriprise
Minnesota
+$37.3M
5
UBS Group
UBS Group
Switzerland
+$31.6M

Top Sellers

1 -$110M
2 -$39.2M
3 -$35.5M
4
Millennium Management
Millennium Management
New York
-$32.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$2.42K
NC
227
North Capital
Utah
$1.83K
TWD
228
True Wealth Design
Ohio
$1.63K
WT
229
Whittier Trust
California
$1.21K
SS
230
SBI Securities
Japan
$1.11K
PMAM
231
Picton Mahoney Asset Management
Ontario, Canada
$1K
JWM
232
JPL Wealth Management
Colorado
$980
SC
233
SouthState Corp
Florida
$719
PWA
234
Physician Wealth Advisors
Utah
$719
FFO
235
Fortitude Family Office
Arizona
$718
SHIM
236
Stone House Investment Management
Pennsylvania
$718
HFS
237
Hughes Financial Services
Virginia
$683
RWM
238
Rialto Wealth Management
New York
$654
GA
239
Guerra Advisors
Florida
$653
CT
240
Clearstead Trust
Maine
$523
JWA
241
JFS Wealth Advisors
Pennsylvania
$458
HNB
242
Huntington National Bank
Ohio
$326
DPW
243
DiNuzzo Private Wealth
Pennsylvania
$311
AGWCA
244
Annis Gardner Whiting Capital Advisors
Florida
$262
AWM
245
Abound Wealth Management
Tennessee
$196
ASN
246
Advisory Services Network
Georgia
$196
SIC
247
SJS Investment Consulting
Ohio
$131
RFP
248
Root Financial Partners
California
$131
TIM
249
Tortoise Investment Management
New York
$65
TPBG
250
Turning Point Benefit Group
Maryland
$64