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StepStone Group

237 hedge funds and large institutions have $3.67B invested in StepStone Group in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 105 increasing their positions, 73 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-16
Holders Change %
-6.32%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
31
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 %
RA
201
Rise Advisors
New York
$8.93K +$8.93K +171 New
CA
202
Clearstead Advisors
Ohio
$8.78K
SPIA
203
Steward Partners Investment Advisory
New York
$7.84K -$16.2K -311 -67%
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$7.31K +$6.37K +122 +678%
AF
205
Allworth Financial
California
$7.24K +$4.38K +87 +153%
A
206
AlphaQuest
New York
$7.16K +$52 +1 +0.7%
Bessemer Group
207
Bessemer Group
New Jersey
$7K +$296 +6 +4%
RIL
208
Rothschild Investment LLC
Illinois
$6.53K +$2.87K +55 +79%
QL
209
Quarry LP
New York
$5.8K +$3.66K +70 +171%
SCM
210
Sterling Capital Management
North Carolina
$3.6K +$104 +2 +3%
BT
211
Banque Transatlantique
France
$3.38K +$3.38K +70 New
HNW
212
High Note Wealth
Minnesota
$2.82K -$157 -3 -5%
WWM
213
Wolff Wiese Magana
California
$2.51K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$2.2K +$1.88K +36 +600%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$1.93K +$1.93K +37 New
LFG
216
Larson Financial Group
Missouri
$1.93K +$1.93K +37 New
WT
217
Whittier Trust
California
$1.88K
SW
218
SVB Wealth
Massachusetts
$1.72K +$1.72K +33 New
NC
219
North Capital
Utah
$1.46K +$1.46K +28 New
BFS
220
Bare Financial Services
Pennsylvania
$1.41K +$1.41K +27 New
TWD
221
True Wealth Design
Ohio
$1.31K +$1.31K +25 New
SC
222
Stephens Consulting
Michigan
$1.31K +$1.31K +25 New
PMAM
223
Picton Mahoney Asset Management
Ontario, Canada
$1K
HFS
224
Hantz Financial Services
Michigan
$1K +$1K +19 New
FFO
225
Fortitude Family Office
Arizona
$992