We are live on ! Find out more
STEP icon

StepStone Group
STEP

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: 208 → 253 (+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

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$55.5M
2
BlackRock
BlackRock
New York
+$43M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$34.6M
4
Ameriprise
Ameriprise
Minnesota
+$32M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.5M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$125M
2
Millennium Management
Millennium Management
New York
-$26.9M
3
FAM
Fred Alger Management
New York
-$25.2M
4
KI
Keystone Investors
Singapore
-$21.8M
5
Holocene Advisors
Holocene Advisors
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$584M +$43M +693,198 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$402M +$25.5M +411,133 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$324M +$55.5M +895,521 +19%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$228M -$3.6M -58,052 -1%
Invesco
5
Invesco
Georgia
$205M +$22.7M +366,154 +12%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$202M -$125M -2,013,672 -37%
State Street
7
State Street
Massachusetts
$151M +$12.5M +202,487 +8%
Capital World Investors
8
Capital World Investors
California
$147M -$149K -2,409 -0.1%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$110M +$923K +14,888 +0.8%
AllianceBernstein
10
AllianceBernstein
Tennessee
$102M -$11.3M -182,334 -9%
JP Morgan Chase
11
JP Morgan Chase
New York
$99.1M +$4.8M +77,490 +5%
FAM
12
Fred Alger Management
New York
$93.7M -$25.2M -405,862 -20%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$87.3M +$3.16M +50,976 +3%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$85.5M +$18.5M +297,989 +27%
WA
15
Wasatch Advisors
Utah
$64.1M -$1.03M -16,550 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$52.5M -$9.12M -147,222 -14%
Franklin Resources
17
Franklin Resources
California
$50.5M +$4.12M +66,523 +8%
Millennium Management
18
Millennium Management
New York
$46.4M -$26.9M -434,000 -35%
Raymond James Financial
19
Raymond James Financial
Florida
$46.2M +$49.4M +797,569 New
Capital Research Global Investors
20
Capital Research Global Investors
California
$42.2M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$40.7M +$1.77M +28,594 +4%
Northern Trust
22
Northern Trust
Illinois
$40.1M +$3.35M +54,099 +8%
Ameriprise
23
Ameriprise
Minnesota
$38.3M +$32M +515,760 +353%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$37.9M -$3.49M -56,274 -8%
Charles Schwab
25
Charles Schwab
California
$35.3M +$791K +12,768 +2%
1
2 3 4 5

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.