We are live on ! Find out more
STNE icon

StoneCo

281 hedge funds and large institutions have $3.85B invested in StoneCo in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 95 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

68% more capital invested

Capital invested by funds: $2.29B → $3.85B (+$1.56B)

10% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 86

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more funds holding

Funds holding: 260281 (+21)

0.11% less ownership

Funds ownership: 76.2%76.09% (-0.11%)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

Holders
281
Holders Change
+21
Holders Change %
+8.08%
% of All Funds
4.1%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
60
Increased
95
Reduced
86
Closed
35
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
-$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
251
Raleigh Capital Management
North Carolina
$8.24K +$223 +17 +4%
CYG
252
Clean Yield Group
Vermont
$7.39K
PWMG
253
Private Wealth Management Group
New Jersey
$6.13K +$4.47K +340 New
GI
254
GAMMA Investing
California
$4.68K +$3.58K +272 New
QL
255
Quarry LP
New York
$4.67K -$61.7K -4,691 -95%
AWM
256
Avior Wealth Management
Nebraska
$4.65K
FCT
257
First Community Trust
Iowa
$4.51K
EWP
258
Elevation Wealth Partners
California
$4.27K
CMBA
259
C.M. Bidwell & Associates
Hawaii
$4.08K +$434 +33 +17%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$4K +$158 +12 +6%
MBFW
261
Morton Brown Family Wealth
Pennsylvania
$3.61K
GG
262
Greenwood Gearhart
Arkansas
$3.61K +$2.63K +200 New
CA
263
Clearstead Advisors
Ohio
$3.25K -$2.37K -180 -50%
RMC
264
Resources Management Corp
Connecticut
$3K
BTI
265
Blue Trust Inc
Georgia
$3K +$2.6K +198 +143%
ODG
266
O'Dell Group
Ohio
$2.71K +$1.97K +150 New
VWM
267
Venturi Wealth Management
Texas
$2.6K +$1.89K +144 New
FGAM
268
Financial Gravity Asset Management
Texas
$1.96K +$657 +50 +46%
QC
269
Quent Capital
New York
$1.86K
AWM
270
Abound Wealth Management
Tennessee
$1.44K +$1.05K +80 New
T
271
Tidemark
California
$1.35K +$986 +75 New
HNB
272
Huntington National Bank
Ohio
$1.1K -$131 -10 -14%
AF
273
Allworth Financial
California
$1.06K +$408 +31 +111%
GRP
274
Global Retirement Partners
California
$884
VCM
275
Versant Capital Management
Arizona
$883

STNE Hedge Fund Activity: Q4 2023 in Review

281 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q4 2023, worth a combined $3.85B — up 68% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new STNE positions and 35 closed out — a net gain of 25 holders — while 95 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.3M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $114M sold.

  • 281 institutional investors held StoneCo (STNE) as of Q4 2023, up from 260 in Q3 2023.
  • Funds reported $3.85B of StoneCo stock for Q4 2023, up 68% quarter-over-quarter.
  • 60 funds opened new StoneCo positions in Q4 2023 and 35 closed out, a net change of +25 holders.
  • The largest StoneCo buyer in Q4 2023 was Morgan Stanley, an estimated $49.3M added.
  • The largest StoneCo seller in Q4 2023 was Berkshire Hathaway, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2023.