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StepStone Group

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 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 92

45% less call options, than puts

Call options by funds: $960K | Put options by funds: $1.75M

Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$960K
Puts
$1.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$8.32K
TPWA
227
Twin Peaks Wealth Advisors
California
$7.42K
AF
228
Allworth Financial
California
$6.83K
SPIA
229
Steward Partners Investment Advisory
New York
$6.49K
CIAM
230
Caitong International Asset Management
Hong Kong
$6.44K
BFS
231
Bare Financial Services
Pennsylvania
$5.72K
SAM
232
Smartleaf Asset Management
Massachusetts
$5.28K
AssetMark Inc
233
AssetMark Inc
California
$4.61K
GRP
234
Global Retirement Partners
California
$4.5K
Bessemer Group
235
Bessemer Group
New Jersey
$4K
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$4K
HNW
237
High Note Wealth
Minnesota
$3.94K
HFS
238
Hantz Financial Services
Michigan
$3K
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
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$2.05K
Jones Financial Companies
243
Jones Financial Companies
Missouri
$2.02K
NC
244
North Capital
Utah
$1.55K
TWD
245
True Wealth Design
Ohio
$1.39K
MCM
246
MAI Capital Management
Ohio
$1.39K
ACM
247
Aster Capital Management
United Arab Emirates
$1.17K
PMAM
248
Picton Mahoney Asset Management
Ontario, Canada
$1K
WT
249
Whittier Trust
California
$999
SS
250
SBI Securities
Japan
$999