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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
OP
251
ORG Partners
Indiana
$832
HFS
252
Hughes Financial Services
Virginia
$642
FFO
253
Fortitude Family Office
Arizona
$611
PWA
254
Physician Wealth Advisors
Utah
$611
SC
255
SouthState Corp
Florida
$611
WCM
256
WealthTrak Capital Management
Virginia
$555
RWM
257
Rialto Wealth Management
New York
$555
CT
258
Clearstead Trust
Maine
$444
JWA
259
JFS Wealth Advisors
Pennsylvania
$389
HNB
260
Huntington National Bank
Ohio
$278
DPW
261
DiNuzzo Private Wealth
Pennsylvania
$278
AGWCA
262
Annis Gardner Whiting Capital Advisors
Florida
$222
AWM
263
Abound Wealth Management
Tennessee
$167
SIC
264
SJS Investment Consulting
Ohio
$111
PWM
265
Parkworth Wealth Management
California
$56
EF
266
Empowered Funds
Pennsylvania
Renaissance Technologies
267
Renaissance Technologies
New York
Marshall Wace
268
Marshall Wace
United Kingdom
CF
269
Corebridge Financial
Texas
MNBTD
270
Moody National Bank Trust Division
Texas
OAC
271
OMERS Administration Corp
Ontario, Canada
Los Angeles Capital Management
272
Los Angeles Capital Management
California
JFG
273
Jefferies Financial Group
New York
IAA
274
Independent Advisor Alliance
North Carolina
Fidelity International
275
Fidelity International
Bermuda