441 hedge funds and large institutions have $8.15B invested in Stifel in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 164 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
45
Increased
155
Reduced
164
Closed
38
Calls
$24.5M
Puts
$5.22M
Net Calls
+$19.2M
Net Calls Change
-$351K
Name Holding Trade Value Shares
Change
Shares
Change %
FB
251
Fulton Bank
Pennsylvania
$480K +$7.51K +80 +2%
OIA
252
OneDigital Investment Advisors
Kansas
$465K +$15.6K +166 +3%
YMRC
253
Yorktown Management & Research Company
Virginia
$460K
DA
254
Detalus Advisors
Missouri
$459K -$305K -3,250 -40%
Baird Financial Group
255
Baird Financial Group
Wisconsin
$455K +$88.8K +946 +24%
RCM
256
Radnor Capital Management
Pennsylvania
$447K +$447K +4,757 New
Wealth Enhancement Advisory Services
257
Wealth Enhancement Advisory Services
Minnesota
$438K -$134K -1,424 -23%
PAM
258
Panagora Asset Management
Massachusetts
$427K -$1.03K -11 -0.2%
ProShare Advisors
259
ProShare Advisors
Maryland
$420K -$34.1K -363 -8%
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$399K +$209K +2,224 +110%
KNFPWM
261
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$397K -$23.5K -250 -6%
AC
262
AXQ Capital
New Jersey
$393K +$393K +4,186 New
SWP
263
Stratos Wealth Partners
Ohio
$391K +$5.26K +56 +1%
P
264
&Partners
Tennessee
$385K +$385K +4,102 New
Verition Fund Management
265
Verition Fund Management
Connecticut
$385K +$385K +4,096 New
SCM
266
Shelton Capital Management
Colorado
$378K -$36.2K -385 -9%
Nisa Investment Advisors
267
Nisa Investment Advisors
Missouri
$373K
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$370K +$13.6K +145 +4%
GLA
269
Great Lakes Advisors
Illinois
$370K -$392K -4,171 -51%
TC
270
TAP Consulting
Missouri
$367K
TI
271
Tidal Investments
Wisconsin
$364K +$43.9K +467 +14%
CP
272
Covenant Partners
Tennessee
$364K
Kovitz Investment Group Partners
273
Kovitz Investment Group Partners
Illinois
$360K +$68.8K +757 +24%
Osaic Holdings
274
Osaic Holdings
Arizona
$359K -$19.8K -211 -5%
TC
275
TownSquare Capital
Utah
$356K +$356K +3,790 New