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StepStone Group

263 hedge funds and large institutions have $3.98B invested in StepStone Group in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 78 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.2M
Puts
$4.06M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
226
Bare Financial Services
Pennsylvania
$4.68K
RIL
227
Rothschild Investment LLC
Illinois
$4.34K
IA
228
IFP Advisors
Florida
$4.06K
CBT
229
Crews Bank & Trust
Florida
$4.06K
TWD
230
True Wealth Design
Ohio
$3.87K
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$3.48K
ZBNA
232
Zions Bancorporation, National Association
Utah
$3.25K
SL
233
Salomon & Ludwin
Virginia
$3.1K
KFAS
234
Keating Financial Advisory Services
Kansas
$2.96K
FPF
235
First Pacific Financial
Washington
$2.29K
WWM
236
Wolff Wiese Magana
California
$2.29K
TPWA
237
Twin Peaks Wealth Advisors
California
$2.05K
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$1.81K
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$1.77K
MCM
240
MAI Capital Management
Ohio
$1.62K
AssetMark Inc
241
AssetMark Inc
California
$1.34K
PMAM
242
Picton Mahoney Asset Management
Ontario, Canada
$1.05K
BWL
243
Bogart Wealth LLC
Virginia
$1.05K
FFO
244
Fortitude Family Office
Arizona
$907
HNB
245
Huntington National Bank
Ohio
$859
SS
246
SBI Securities
Japan
$811
JWM
247
JPL Wealth Management
Colorado
$716
CFO
248
CVA Family Office
Colorado
$620
SIC
249
SJS Investment Consulting
Ohio
$525
TWM
250
TopTier Wealth Management
Wisconsin
$525