SF

Stifel

Delisted

SF was delisted on the 15th of May, 2026.

609 hedge funds and large institutions have $10B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 254 increasing their positions, 235 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2.94% less ownership

Funds ownership: 132.45%129.51% (-2.9%)

11% less capital invested

Capital invested by funds: $11.3B → $10B (-$1.24B)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
609
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.9M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
526
CVA Family Office
Colorado
$15.7K
SWP
527
Strategic Wealth Partners
Ohio
$15.4K
JWA
528
JFS Wealth Advisors
Pennsylvania
$15.2K
FPF
529
First Pacific Financial
Washington
$14.8K
OC
530
Oakworth Capital
Alabama
$13.7K
WA
531
WPG Advisers
Maryland
$13.1K
WTC
532
WhitTier Trust Company
Nevada
$12.9K
DWM
533
Dogwood Wealth Management
Kansas
$12.4K
BCM
534
Boreal Capital Management
Florida
$10.7K
FFA
535
Frazier Financial Advisors
Ohio
$10.4K
OCWP
536
Owl Creek Wealth Partners
Colorado
$9.91K
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$9.83K
GXJ
538
Global X Japan
Japan
$9.76K
TPWA
539
Twin Peaks Wealth Advisors
California
$9.24K
CPG
540
Cornerstone Planning Group
New Jersey
$8.71K
RWS
541
Retirement Wealth Solutions
Wisconsin
$7.72K
BW
542
Basepoint Wealth
Iowa
$7.63K
BIA
543
Bell Investment Advisors
California
$6.73K
TFA
544
Transamerica Financial Advisors
Florida
$6.43K
TM
545
Torren Management
California
$6.29K
AT
546
Arlington Trust
Alabama
$6.28K
ANBT
547
American National Bank & Trust
Texas
$6.06K
NSIM
548
North Star Investment Management
Illinois
$6.01K
SC
549
SouthState Corp
Florida
$5.69K
W
550
WealthCollab
Washington
$5.62K