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StoneCo

275 hedge funds and large institutions have $2.42B invested in StoneCo in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 91 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $101M | Put options by funds: $48.5M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

5% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 91

2.04% less ownership

Funds ownership: 65.65%63.61% (-2%)

5% less funds holding

Funds holding: 290275 (-15)

7% less capital invested

Capital invested by funds: $2.61B → $2.42B (-$195M)

17% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 54

Holders
275
Holders Change
-15
Holders Change %
-5.17%
% of All Funds
3.39%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
45
Increased
86
Reduced
91
Closed
54
Calls
$101M
Puts
$48.5M
Net Calls
+$52M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
T
251
Tidemark
California
$1.06K
CPG
252
Cornerstone Planning Group
New Jersey
$1.03K +$630 +41 +79%
GFA
253
Godfrey Financial Associates
New York
$1K +$184 +12 +20%
CCM
254
Chilton Capital Management
Texas
$777
PWMG
255
Private Wealth Management Group
New Jersey
$692
RFP
256
Root Financial Partners
California
$692 +$753 +49 New
TPWA
257
Twin Peaks Wealth Advisors
California
$551 +$599 +39 New
TFA
258
Transamerica Financial Advisors
Florida
$550 -$768 -50 -56%
TC
259
Trust Company
Kansas
$466
IA
260
IFP Advisors
Florida
$452
ZBNA
261
Zions Bancorporation, National Association
Utah
$424 +$461 +30 New
KG
262
Kilter Group
New York
$368 -$215 -14 -35%
WPA
263
Wealth Preservation Advisors
Tennessee
$367 +$400 +26 New
GSWM
264
Golden State Wealth Management
California
$297
BL
265
BFSG LLC
California
$283
CA
266
Clearstead Advisors
Ohio
$283
PWA
267
Physician Wealth Advisors
Utah
$241 -$415 -27 -61%
CWM
268
Copia Wealth Management
Oregon
$141 +$154 +10 New
SWM
269
SHP Wealth Management
Massachusetts
$141 +$154 +10 New
HFS
270
Hughes Financial Services
Virginia
$85 +$92 +6 New
HIA
271
Harbor Investment Advisory
Maryland
$42
SHIM
272
Stone House Investment Management
Pennsylvania
$42 +$46 +3 New
CA
273
Crewe Advisors
Utah
$29
SIC
274
SJS Investment Consulting
Ohio
$29 +$31 +2 New
FGAM
275
Financial Gravity Asset Management
Texas
$14