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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 %
CI Investments Inc
201
CI Investments Inc
Ontario, Canada
$36K -$11.6K -209 -24%
FFA
202
Farther Finance Advisors
California
$33.9K -$7.05K -127 -17%
BAMF
203
BI Asset Management Fondsmaeglerselskab
Denmark
$30K -$71.8K -1,294 -71%
BNP Paribas Asset Management
204
BNP Paribas Asset Management
France
$29K +$29K +530 New
HFM
205
Harvest Fund Management
China
$28K -$1.31K -24 -4%
SWM
206
Spire Wealth Management
Virginia
$27.8K -$16.7K -300 -38%
S
207
SignatureFD
Georgia
$21K +$4.39K +79 +26%
LFG
208
Larson Financial Group
Missouri
$20.6K +$18.5K +334 +903%
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$20.4K +$20.4K +368 New
Simplex Trading
210
Simplex Trading
Illinois
$20K +$20K +372 New
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$19K +$7.22K +130 +61%
PSFG
212
Park Square Financial Group
Georgia
$17.8K – – –
PAS
213
Point72 Asia (Singapore)
Singapore
$17.3K +$17.3K +312 New
IA
214
IFP Advisors
Florida
$15.4K -$38.7K -725 Closed
BIG
215
Brooklyn Investment Group
New York
$15.2K -$2.61K -47 -15%
CA
216
Clearstead Advisors
Ohio
$14.2K +$4.83K +87 +52%
GWM
217
Geneos Wealth Management
Colorado
$13.9K -$13.9K -250 -50%
AAP
218
Arax Advisory Partners
Colorado
$13.4K +$13.4K +241 New
UB
219
UMB Bank
Missouri
$11.4K -$2.72K -49 -19%
QL
220
Quarry LP
New York
$11.2K +$5K +90 +81%
Optiver Holding
221
Optiver Holding
Netherlands
$10.5K -$3.44K -62 -25%
US Bancorp
222
US Bancorp
Minnesota
$10.3K -$43.5K -783 -81%
RA
223
Rise Advisors
New York
$9.49K – – –
PA
224
Parallel Advisors
California
$9.27K -$222 -4 -2%
SCM
225
Sterling Capital Management
North Carolina
$8.44K +$4.61K +83 +120%
7 8
9
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