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StepStone Group

236 hedge funds and large institutions have $3.67B invested in StepStone Group in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 73 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-17
Holders Change %
-6.72%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
105
Reduced
73
Closed
44
Calls
$104K
Puts
$272K
Net Calls
-$168K
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$50.7K +$157 +3 +0.3%
US Bancorp
177
US Bancorp
Minnesota
$50.6K +$157 +3 +0.3%
CI Investments Inc
178
CI Investments Inc
Ontario, Canada
$45K +$1.57K +30 +4%
SWM
179
Spire Wealth Management
Virginia
$41.8K
FFA
180
Farther Finance Advisors
California
$39.8K +$8.84K +164 +29%
WTC
181
WhitTier Trust Company
Nevada
$38.8K
IA
182
IFP Advisors
Florida
$38.7K +$6.25K +117 +19%
VCM
183
Versant Capital Management
Arizona
$34.5K +$34.5K +661 New
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$30.1K -$53.5K -1,025 -64%
HFM
185
Harvest Fund Management
China
$28K -$173K -3,304 -86%
CCM
186
Coldstream Capital Management
Washington
$27K +$27K +516 New
GWM
187
Geneos Wealth Management
Colorado
$26.1K +$18.3K +350 +233%
Osaic Holdings
188
Osaic Holdings
Arizona
$24.9K -$7.38K -141 -23%
Amundi
189
Amundi
France
$23.3K -$14.8K -283 -39%
BIG
190
Brooklyn Investment Group
New York
$16.7K +$15.4K +295 +1,180%
PSFG
191
Park Square Financial Group
Georgia
$16.7K +$16.7K +320 New
S
192
SignatureFD
Georgia
$15.6K +$836 +16 +6%
EWA
193
EverSource Wealth Advisors
Alabama
$14.9K +$13K +249 +673%
UB
194
UMB Bank
Missouri
$13.3K +$4.7K +90 +55%
Optiver Holding
195
Optiver Holding
Netherlands
$13.2K +$13.2K +252 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$11.1K +$9.3K +178 +509%
LC
197
Lindbrook Capital
California
$10.6K
SAM
198
Smartleaf Asset Management
Massachusetts
$9.12K +$2.54K +49 +39%
HCP
199
Hexagon Capital Partners
Arkansas
$8.93K -$313 -6 -3%
PA
200
Parallel Advisors
California
$8.93K +$888 +17 +11%