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Stifel
SF

Overview Fund Activity

482 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-37
Holders Change %
-7.13%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
167
Reduced
191
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$241M
2
Millennium Management
Millennium Management
New York
$207M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$104M
4
Victory Capital Management
Victory Capital Management
Texas
$80.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$315M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$53.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
226
Virginia Retirement Systems
Virginia
$1.11M -$706K -6,800 -39%
Deutsche Bank
227
Deutsche Bank
Germany
$1.1M -$937K -9,026 -46%
HSBC Holdings
228
HSBC Holdings
United Kingdom
$1.09M -$851K -8,203 -44%
DFCM
229
Dark Forest Capital Management
Puerto Rico
$1.07M -$206K -1,987 -16%
JC
230
JBF Capital
Colorado
$1.04M – – –
BONH
231
Bank of New Hampshire
New Hampshire
$1M +$10.4K +100 +1%
ACM
232
Aquatic Capital Management
Illinois
$974K -$2.67M -25,726 -73%
ANTB
233
AMG National Trust Bank
Colorado
$973K +$2.28K +22 +0.2%
PL
234
Plancorp LLC
Missouri
$954K -$830 -8 -0.1%
CCM
235
Cinctive Capital Management
New York
$929K +$110K +1,060 +13%
WI
236
WBI Investments
New Jersey
$928K +$928K +8,944 New
FNA
237
First National Advisers
Nebraska
$863K +$50.6K +488 +6%
SF
238
Synovus Financial
Georgia
$845K +$16.6K +160 +2%
HW
239
Hancock Whitney
Mississippi
$822K +$8.93K +86 +1%
MPM
240
Meritage Portfolio Management
Kansas
$819K -$44.2K -426 -5%
Envestnet Portfolio Solutions
241
Envestnet Portfolio Solutions
Illinois
$815K -$119K -1,145 -13%
SAM
242
Securian Asset Management
Minnesota
$813K +$10.4K +100 +1%
SCA
243
Snowden Capital Advisors
New York
$793K -$12.7K -122 -2%
CIA
244
Concurrent Investment Advisors
Florida
$777K +$16.8K +162 +2%
CGH
245
Crossmark Global Holdings
Texas
$769K +$11.2K +108 +1%
PEAK6
246
PEAK6
Illinois
$765K +$765K +7,372 New
P
247
&Partners
Tennessee
$754K +$187K +1,806 +33%
PCA
248
Pallas Capital Advisors
Massachusetts
$727K +$41.6K +401 +6%
CIP
249
Cornerstone Investment Partners
Georgia
$708K +$7.89K +76 +1%
SCM
250
Sterling Capital Management
North Carolina
$699K +$126K +1,218 +22%
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