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
SC
651
Sapient Capital
Indiana
LWL
652
Leo Wealth LLC
Texas
SAI
653
Savvy Advisors Inc
New York
BPAMU
654
BTG Pactual Asset Management US
New York
FBT
655
First Bank & Trust
South Dakota
KNFPWM
656
Keeler & Nadler Financial Planning & Wealth Management
Ohio
EWA
657
EP Wealth Advisors
California
Rafferty Asset Management
658
Rafferty Asset Management
New York
SWP
659
Sagespring Wealth Partners
Tennessee
KFSC
660
Keystone Financial Services (Colorado)
Colorado
NLP
661
Next Level Private
New York
FTA
662
Financial & Tax Architects
Missouri
QL
663
Quarry LP
New York
CIAM
664
Caitong International Asset Management
Hong Kong
EW
665
Elyxium Wealth
California
CWP
666
Concord Wealth Partners
Virginia
IIM
667
IFC & Insurance Marketing
California
CIA
668
Cape Investment Advisory
Georgia
FHA
669
Flagship Harbor Advisors
Massachusetts
Optiver Holding
670
Optiver Holding
Netherlands
CAM
671
Costello Asset Management
Pennsylvania
GSWM
672
Golden State Wealth Management
California
MCA
673
McGuire Capital Advisors
Oklahoma
IPS
674
Investors Portfolio Services
Washington
DT
675
DV Trading
Illinois