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StepStone Group
STEP

Overview Fund Activity

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 26 closing their positions.

Holders
266
Holders Change
+29
Holders Change %
+12.24%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
57
Increased
87
Reduced
92
Closed
26
Calls
$960K
Puts
$1.75M
Net Calls
-$788K
Net Calls Change
-$620K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$244M
2
Citadel Advisors
2
Citadel Advisors
Florida
$105M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$52M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$21.4M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$129M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
FAM
2
Fred Alger Management
New York
$47.7M
3
BlackRock
3
BlackRock
New York
$524M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.93M
5
GIM
5
Granahan Investment Management
Massachusetts
$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
251
ORG Partners
Indiana
$832 +$832 +15 New
HFS
252
Hughes Financial Services
Virginia
$642 +$642 +11 New
FFO
253
Fortitude Family Office
Arizona
$611 -$444 -8 -42%
PWA
254
Physician Wealth Advisors
Utah
$611 +$611 +11 New
SC
255
SouthState Corp
Florida
$611 +$611 +11 New
WCM
256
WealthTrak Capital Management
Virginia
$555 – – –
RWM
257
Rialto Wealth Management
New York
$555 +$555 +10 New
CT
258
Clearstead Trust
Maine
$444 +$444 +8 New
JWA
259
JFS Wealth Advisors
Pennsylvania
$389 -$445 -8 -53%
HNB
260
Huntington National Bank
Ohio
$278 -$167 -3 -38%
DPW
261
DiNuzzo Private Wealth
Pennsylvania
$278 – – –
AGWCA
262
Annis Gardner Whiting Capital Advisors
Florida
$222 +$222 +4 New
AWM
263
Abound Wealth Management
Tennessee
$167 -$56 -1 -25%
SIC
264
SJS Investment Consulting
Ohio
$111 -$167 -3 -60%
PWM
265
Parkworth Wealth Management
California
$56 – – –
EF
266
Empowered Funds
Pennsylvania
– -$5.88M -112,647 Closed
Renaissance Technologies
267
Renaissance Technologies
New York
– -$2.72M -52,100 Closed
Marshall Wace
268
Marshall Wace
United Kingdom
– -$1.88M -35,931 Closed
CF
269
Corebridge Financial
Texas
– -$1.81M -34,710 Closed
MNBTD
270
Moody National Bank Trust Division
Texas
– -$1.25M -24,003 Closed
OAC
271
OMERS Administration Corp
Ontario, Canada
– -$1.11M -21,300 Closed
Los Angeles Capital Management
272
Los Angeles Capital Management
California
– -$1.05M -20,177 Closed
JFG
273
Jefferies Financial Group
New York
– -$994K -19,029 Closed
IAA
274
Independent Advisor Alliance
North Carolina
– -$813K -15,564 Closed
Fidelity International
275
Fidelity International
Bermuda
– -$606K -11,593 Closed
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