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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
SS
251
Sunbelt Securities
Texas
$525 +$635 +11 New
TWM
252
TopTier Wealth Management
Wisconsin
$525 +$635 +11 New
JWA
253
JFS Wealth Advisors
Pennsylvania
$335
VWM
254
Vermillion Wealth Management
Minnesota
$334 +$404 +7 New
PWMG
255
Prestige Wealth Management Group
New Jersey
$239 +$289 +5 New
RFP
256
Root Financial Partners
California
$191 +$116 +2 +100%
BTI
257
Blue Trust Inc
Georgia
$191 +$231 +4 New
AWM
258
Abound Wealth Management
Tennessee
$144
TPCW
259
TD Private Client Wealth
New York
$143 +$173 +3 New
HFS
260
Hughes Financial Services
Virginia
$95 -$520 -9 -82%
HI
261
Harbour Investments
Wisconsin
$95 -$58 -1 -33%
DF
262
Dunhill Financial
United Kingdom
$68
GIA
263
GHP Investment Advisors
Colorado
$48 +$58 +1 New
T. Rowe Price Investment Management
264
T. Rowe Price Investment Management
Maryland
-$58.9M -917,498 Closed
Holocene Advisors
265
Holocene Advisors
New York
-$35.2M -549,229 Closed
Massachusetts Financial Services
266
Massachusetts Financial Services
Massachusetts
-$29.6M -461,037 Closed
Loomis, Sayles & Company
267
Loomis, Sayles & Company
Massachusetts
-$24.5M -381,770 Closed
N
268
Natixis
France
-$4.17M -65,000 Closed
CCM
269
Cinctive Capital Management
New York
-$4.01M -62,443 Closed
PP
270
PDT Partners
New York
-$3.24M -50,422 Closed
HighTower Advisors
271
HighTower Advisors
Illinois
-$2.86M -44,573 Closed
HCA
272
Harbor Capital Advisors
Illinois
-$2.7M -42,031 Closed
Credit Agricole
273
Credit Agricole
France
-$2.46M -38,397 Closed
TC
274
TwinBeech Capital
New York
-$2.06M -32,134 Closed
YIH
275
Y-Intercept (HK)
Hong Kong
-$1.95M -30,387 Closed