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
DSC
551
Daytona Street Capital
Missouri
$5.41K
MEG
552
Millstone Evans Group
Colorado
$5.32K
RF
553
Rossby Financial
Florida
$5.25K
WB
554
Webster Bank
Connecticut
$4.66K
PWMG
555
Private Wealth Management Group
New Jersey
$4.29K
PWA
556
Physician Wealth Advisors
Utah
$4.07K
SGK
557
Steigerwald Gordon & Koch
Virginia
$4.07K
CAL
558
Capital Advisors Ltd
Ohio
$4K
PMFA
559
Plante Moran Financial Advisors
Michigan
$3.99K
SWM
560
SHP Wealth Management
Massachusetts
$3.48K
PTC
561
Private Trust Company
Ohio
$3.33K
SEP
562
Signature Equity Partners
Ohio
$3.3K
PWMG
563
Prestige Wealth Management Group
New Jersey
$3.03K
TLFA
564
True Link Financial Advisors
California
$2.88K
DF
565
Dunhill Financial
United Kingdom
$2.86K
IAAG
566
Innovative Asset Advisors Group
Connecticut
$2.81K
MFT
567
Moisand Fitzgerald Tamayo
Florida
$2.74K
IAS
568
IMA Advisory Services
Colorado
$2.73K
HNW
569
High Note Wealth
Minnesota
$2.66K
MCM
570
Manchester Capital Management
Vermont
$2.51K
DPW
571
DiNuzzo Private Wealth
Pennsylvania
$2.51K
HWP
572
Highline Wealth Partners
California
$2.37K
AFC
573
Ares Financial Consulting
California
$2.29K
S
574
Sachetta
Massachusetts
$2.22K
TCM
575
TD Capital Management
Tennessee
$2.12K