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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
Hudson Bay Capital Management
176
Hudson Bay Capital Management
Connecticut
$324K -$8.84M -153,014 -96%
X
177
Xponance
Pennsylvania
$315K +$62.1K +1,075 +19%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$308K +$378K +6,553 New
Royal Bank of Canada
179
Royal Bank of Canada
Ontario, Canada
$304K +$1.91K +33 +0.5%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$290K +$351K +6,074 New
SPIA
181
Steward Partners Investment Advisory
New York
$282K +$311K +5,377 +1,020%
AIP
182
Ameritas Investment Partners
Nebraska
$270K
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$257K +$28.6K +495 +10%
BIG
184
Brooklyn Investment Group
New York
$224K +$271K +4,696 New
SLAM
185
Swiss Life Asset Management
$220K +$78.7K +1,363 +42%
SA
186
Sanctuary Advisors
Indiana
$218K +$21.3K +368 +9%
OC
187
Oppenheimer & Co
New York
$211K +$255K +4,416 New
ECM
188
Evergreen Capital Management
Washington
$209K -$55.3K -958 -18%
KeyBank National Association
189
KeyBank National Association
Ohio
$208K -$88.3K -1,528 -26%
VPIM
190
Vanguard Personalized Indexing Management
California
$208K +$252K +4,366 New
NC
191
nVerses Capital
Florida
$207K +$251K +4,343 New
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$202K -$71.2K -1,233 -23%
CIAM
193
Caitong International Asset Management
Hong Kong
$199K +$241K +4,178 New
FFA
194
Farther Finance Advisors
California
$180K +$14.2K +246 +7%
NAAA
195
New Age Alpha Advisors
New York
$167K -$5.72K -99 -3%
EWA
196
EverSource Wealth Advisors
Alabama
$142K +$10.6K +184 +7%
TRCT
197
Tower Research Capital (TRC)
New York
$139K +$114K +1,973 +208%
HFS
198
Hantz Financial Services
Michigan
$125K +$135K +2,332 +807%
KBC Group
199
KBC Group
Belgium
$121K
TE
200
Tema ETFs
New York
$109K +$21K +363 +19%