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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.

New
Increased
Maintained
Reduced
Closed
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 %
KeyBank National Association
176
KeyBank National Association
Ohio
$232K -$36.2K -652 -13%
NAAA
177
New Age Alpha Advisors
New York
$231K +$13K +234 +6%
JF
178
Jump Financial
Illinois
$229K -$1.67M -30,034 -88%
Mackenzie Financial
179
Mackenzie Financial
Ontario, Canada
$228K – – –
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$213K – – –
RWM
181
Revisor Wealth Management
Ohio
$212K +$212K +3,524 New
EI
182
Ethic Inc
New York
$210K +$210K +3,739 New
RS
183
R Squared
Hong Kong
$204K +$204K +3,683 New
P
184
&Partners
Tennessee
$203K -$54.7K -990 -21%
SO
185
STRS Ohio
Ohio
$172K -$633K -11,400 -79%
Mirae Asset Global Investments
186
Mirae Asset Global Investments
South Korea
$167K -$137K -2,474 -45%
Russell Investments Group
187
Russell Investments Group
United Kingdom
$165K +$62.1K +1,119 +61%
Osaic Holdings
188
Osaic Holdings
Arizona
$121K +$95K +1,772 +373%
Walleye Trading
189
Walleye Trading
New York
$112K +$112K +2,025 New
KBC Group
190
KBC Group
Belgium
$108K -$59.8K -1,081 -36%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$102K +$47.6K +857 +88%
GWP
192
Gen-Wealth Partners
Michigan
$93.9K – – –
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$90K +$1.44K +26 +2%
PHK
194
Point72 Hong Kong
Hong Kong
$77.7K +$77.7K +1,400 New
EWA
195
EverSource Wealth Advisors
Alabama
$68.6K +$52.7K +950 +332%
GI
196
GAMMA Investing
California
$62K -$2.83K -51 -4%
DWM
197
Darwin Wealth Management
Florida
$45.6K -$91K -1,639 -67%
WTC
198
WhitTier Trust Company
Nevada
$41.2K – – –
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$37.5K +$5.5K +99 +17%
VCM
200
Versant Capital Management
Arizona
$36.7K – – –
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8
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