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Stifel

629 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 261 increasing their positions, 244 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $2.35M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

7% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 244

0% more funds holding

Funds holding: 627629 (+2)

0.2% more ownership

Funds ownership: 132.46%132.66% (+0.2%)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$998M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
629
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
7.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
78
Increased
261
Reduced
244
Closed
66
Calls
$12.9M
Puts
$2.35M
Net Calls
+$10.5M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
226
Vestmark Advisory Solutions
Massachusetts
$2.37M +$91.2K +1,148 +4%
WCM
227
Wedge Capital Management
North Carolina
$2.34M +$105K +1,319 +4%
OPERF
228
Oregon Public Employees Retirement Fund
Oregon
$2.31M +$62.6K +788 +3%
LCM
229
Landscape Capital Management
New Jersey
$2.31M +$2.48M +31,216 New
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$2.28M -$59.4K -748 -2%
AC
231
Allstate Corporation
Illinois
$2.26M +$2.43M +30,581 New
PGCM
232
Prescott Group Capital Management
Oklahoma
$2.25M
IP
233
Interval Partners
New York
$2.25M -$22.4M -282,641 -90%
EMPI
234
Elo Mutual Pension Insurance
Finland
$2.25M -$18.4K -232 -0.8%
PFO
235
PMC FIG Opportunities
Israel
$2.25M -$1.33M -16,767 -36%
AG
236
AIA Group
Hong Kong
$2.24M +$2.41M +30,360 New
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$2.11M +$50K +630 +2%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.08M -$484K -6,093 -18%
HCA
239
Harbor Capital Advisors
Illinois
$1.95M +$86.6K +1,091 +4%
Truist Financial
240
Truist Financial
North Carolina
$1.95M +$31.4K +395 +2%
QCG
241
Quadrant Capital Group
Ohio
$1.93M +$1.39M +17,452 +200%
IMRF
242
Illinois Municipal Retirement Fund
Illinois
$1.93M +$190K +2,389 +10%
Jones Financial Companies
243
Jones Financial Companies
Missouri
$1.93M +$2.12M +26,732 +6,202%
STA
244
Summit Trail Advisors
New York
$1.93M +$652K +8,205 +46%
PAS
245
Park Avenue Securities
New York
$1.91M -$149K -1,872 -7%
Brown Advisory
246
Brown Advisory
Maryland
$1.86M +$3.33K +42 +0.2%
Neuberger Berman Group
247
Neuberger Berman Group
New York
$1.85M +$130K +1,632 +7%
ZBNA
248
Zions Bancorporation, National Association
Utah
$1.82M -$1.15M -14,510 -37%
LAM
249
LECAP Asset Management
United Kingdom
$1.81M +$636K +8,015 +49%
Kovitz Investment Group Partners
250
Kovitz Investment Group Partners
Illinois
$1.79M -$50.3K -633 -3%