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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 29 funds opening new positions, 106 increasing their positions, 74 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 74

1.89% less ownership

Funds ownership: 93.91%92.02% (-1.9%)

6% less funds holding

Funds holding: 253237 (-16)

7% less capital invested

Capital invested by funds: $3.95B → $3.67B (-$286M)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

62% less call options, than puts

Call options by funds: $104K | Put options by funds: $272K

Holders
237
Holders Change
-16
Holders Change %
-6.32%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
106
Reduced
74
Closed
43
Calls
$104K
Puts
$272K
Net Calls
-$168K
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$517M -$11.3M -191,534 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$388M +$28.3M +481,385 +7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$315M +$25.8M +438,790 +8%
Invesco
4
Invesco
Georgia
$209M +$27.6M +468,745 +13%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$199M -$8.24M -140,064 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$187M +$5.56M +94,477 +3%
Millennium Management
7
Millennium Management
New York
$155M +$127M +2,161,548 +270%
State Street
8
State Street
Massachusetts
$135M -$1.38M -23,533 -0.9%
Capital World Investors
9
Capital World Investors
California
$134M +$1.32M +22,427 +0.9%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$103M +$4.3M +73,128 +4%
JP Morgan Chase
11
JP Morgan Chase
New York
$85.9M -$3.93M -66,782 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$84.4M +$6.32M +107,518 +7%
FAM
13
Fred Alger Management
New York
$81.3M -$3.73M -63,425 -4%
AllianceBernstein
14
AllianceBernstein
Tennessee
$76.3M -$18.2M -308,810 -17%
Citadel Advisors
15
Citadel Advisors
Florida
$70.8M +$55.9M +950,546 +235%
WA
16
Wasatch Advisors
Utah
$57.2M -$700K -11,905 -1%
Franklin Resources
17
Franklin Resources
California
$45.8M +$337K +5,722 +0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$42.1M +$6.11M +103,829 +15%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$41.1M +$13.4M +227,483 +41%
Capital Research Global Investors
20
Capital Research Global Investors
California
$38.1M
Raymond James Financial
21
Raymond James Financial
Florida
$36.6M -$5.73M -97,438 -12%
Northern Trust
22
Northern Trust
Illinois
$34.5M -$1.87M -31,783 -5%
Morgan Stanley
23
Morgan Stanley
New York
$33.9M +$2.3M +39,175 +6%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$33.4M -$860K -14,624 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$33.2M -$16M -272,581 -30%

STEP Hedge Fund Activity: Q1 2025 in Review

237 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q1 2025, worth a combined $3.67B — down 7.2% from $3.95B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of STEP and 29 opened new positions — a net loss of 14 holders — while 74 trimmed existing stakes and 106 added.

The largest buyer was Millennium Management, adding an estimated $127M. The largest seller was CIBC Private Wealth Group, cutting an estimated $52.8M.

  • 237 institutional investors held StepStone Group (STEP) as of Q1 2025, down from 253 in Q4 2024.
  • Funds reported $3.67B of StepStone Group stock for Q1 2025, down 7.2% quarter-over-quarter.
  • 29 funds opened new StepStone Group positions in Q1 2025 and 43 closed out, a net change of -14 holders.
  • The largest StepStone Group buyer in Q1 2025 was Millennium Management, an estimated $127M added.
  • The largest StepStone Group seller in Q1 2025 was CIBC Private Wealth Group, an estimated $52.8M sold.

Based on aggregated 13F filings for Q1 2025.