Who Owns STONE RIDGE TR (LIAM)?Hedge Fund & Institutional Holders

$238.99-0.87 (-0.36%)BATS

Institutional Holders

3

as of Q4 2025

Total Institutional Value

$103.1T

% of Float Held

QoQ Change in Holders

+2 / -1

Price History

$237.04$245.20$253.36$261.52$269.68Sep 24Jun 25Mar 26

LIAM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Porter White Investment Advisors, Inc.New Position+4K+$1.0B
Stone Ridge Holdings Group LPNew Position+5K+$1.1M

LIAM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-4K-$1.2B
UBS Group AGClosed Position-2-$488K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Porter White Investment Advisors, Inc.4,305$1.0B0.42%Share
2Stone Ridge Holdings Group LP4,664$1.1M0.08%Share
3SUSQUEHANNA INTERNATIONAL GROUP, LLP983$00.00%Share

LIAM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 20253$1.0B+1
Q3 20252$1.2B

As of Q4 2025, 3 institutional investors hold LIAM (STONE RIDGE TR). The largest holder is Porter White Investment Advisors, Inc. with $1.0B in shares. This quarter, 2 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own LIAM?

As of Q4 2025, 3 institutional investors report holding LIAM (STONE RIDGE TR) in their 13F filings.

Who is the largest institutional holder of LIAM?

The largest institutional holder of LIAM is Porter White Investment Advisors, Inc. with $1.0B in shares.

Is institutional ownership of LIAM increasing or decreasing?

This quarter, 2 institutions opened new positions in LIAM and 1 closed their positions.