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StepStone Group

253 hedge funds and large institutions have $3.95B invested in StepStone Group in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 97 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,103% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $272K

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

54% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 63

22% more funds holding

Funds holding: 208253 (+45)

1.53% more ownership

Funds ownership: 92.38%93.91% (+1.5%)

4% more capital invested

Capital invested by funds: $3.79B → $3.95B (+$166M)

Holders
253
Holders Change
+45
Holders Change %
+21.63%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
64
Increased
97
Reduced
63
Closed
15
Calls
$3.27M
Puts
$272K
Net Calls
+$3M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$46.3K
WTC
202
WhitTier Trust Company
Nevada
$43K
Amundi
203
Amundi
France
$42.3K +$9.54K +154 +27%
IA
204
IFP Advisors
Florida
$36.1K +$37.7K +608 New
Osaic Holdings
205
Osaic Holdings
Arizona
$35.7K -$513K -8,280 -93%
FFA
206
Farther Finance Advisors
California
$33.2K +$124 +2 +0.3%
RCM
207
Raleigh Capital Management
North Carolina
$28.9K +$31K +500 New
SPIA
208
Steward Partners Investment Advisory
New York
$26.7K +$28.6K +461 New
S
209
SignatureFD
Georgia
$16.4K +$248 +4 +1%
LC
210
Lindbrook Capital
California
$11.8K
Group One Trading
211
Group One Trading
Illinois
$11.6K +$12.4K +200 New
Russell Investments Group
212
Russell Investments Group
United Kingdom
$10.2K +$310 +5 +3%
HCP
213
Hexagon Capital Partners
Arkansas
$10.2K -$1.3K -21 -11%
CA
214
Clearstead Advisors
Ohio
$9.72K +$5.64K +91 +118%
UB
215
UMB Bank
Missouri
$9.49K
PA
216
Parallel Advisors
California
$8.91K +$248 +4 +3%
GWM
217
Geneos Wealth Management
Colorado
$8.68K +$9.29K +150 New
HIM
218
Hillsdale Investment Management
Ontario, Canada
$8.1K -$620 -10 -7%
Bessemer Group
219
Bessemer Group
New Jersey
$8K +$4.4K +71 +109%
A
220
AlphaQuest
New York
$7.87K +$7.5K +121 +807%
SAM
221
Smartleaf Asset Management
Massachusetts
$7.44K +$3.47K +56 +79%
ETC
222
Exchange Traded Concepts
Oklahoma
$5.09K +$5.45K +88 New
RIL
223
Rothschild Investment LLC
Illinois
$4.05K +$930 +15 +27%
SCM
224
Sterling Capital Management
North Carolina
$3.88K +$248 +4 +6%
GRP
225
Global Retirement Partners
California
$3.65K

STEP Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q4 2024, worth a combined $3.95B — up 4.4% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new STEP positions and 15 closed out — a net gain of 49 holders — while 97 added to existing stakes and 63 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $55.5M. The largest seller was Wellington Management Group, cutting an estimated $125M.

  • 253 institutional investors held StepStone Group (STEP) as of Q4 2024, up from 208 in Q3 2024.
  • Funds reported $3.95B of StepStone Group stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 64 funds opened new StepStone Group positions in Q4 2024 and 15 closed out, a net change of +49 holders.
  • The largest StepStone Group buyer in Q4 2024 was T. Rowe Price Associates, an estimated $55.5M added.
  • The largest StepStone Group seller in Q4 2024 was Wellington Management Group, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2024.