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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

595% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $4.06M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 78

20% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 50

1.65% more ownership

Funds ownership: 100.6%102.26% (+1.7%)

1% more funds holding

Funds holding: 260263 (+3)

22% less capital invested

Capital invested by funds: $5.11B → $3.98B (-$1.13B)

Holders
263
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
60
Increased
100
Reduced
78
Closed
50
Calls
$28.2M
Puts
$4.06M
Net Calls
+$24.1M
Net Calls Change
+$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
226
Bare Financial Services
Pennsylvania
$4.68K -$4.22K -73 -43%
RIL
227
Rothschild Investment LLC
Illinois
$4.34K -$1.39K -24 -21%
IA
228
IFP Advisors
Florida
$4.06K +$4.56K +79 +1,317%
CBT
229
Crews Bank & Trust
Florida
$4.06K +$4.91K +85 New
TWD
230
True Wealth Design
Ohio
$3.87K +$3.23K +56 +224%
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$3.48K +$58 +1 +1%
ZBNA
232
Zions Bancorporation, National Association
Utah
$3.25K +$3.93K +68 New
SL
233
Salomon & Ludwin
Virginia
$3.1K -$20.1K -348 -84%
KFAS
234
Keating Financial Advisory Services
Kansas
$2.96K +$3.35K +58 +1,450%
FPF
235
First Pacific Financial
Washington
$2.29K -$751 -13 -21%
WWM
236
Wolff Wiese Magana
California
$2.29K
TPWA
237
Twin Peaks Wealth Advisors
California
$2.05K +$2.48K +43 New
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 +$924 +16 +89%
AssetMark Inc
241
AssetMark Inc
California
$1.34K -$3.18K -55 -66%
PMAM
242
Picton Mahoney Asset Management
Ontario, Canada
$1.05K
BWL
243
Bogart Wealth LLC
Virginia
$1.05K +$1.27K +22 New
FFO
244
Fortitude Family Office
Arizona
$907 +$462 +8 +73%
HNB
245
Huntington National Bank
Ohio
$859 +$982 +17 +1,700%
SS
246
SBI Securities
Japan
$811
JWM
247
JPL Wealth Management
Colorado
$716 +$866 +15 New
CFO
248
CVA Family Office
Colorado
$620 +$751 +13 New
SIC
249
SJS Investment Consulting
Ohio
$525 +$520 +9 +450%
ASN
250
Advisory Services Network
Georgia
$525 +$635 +11 New