507 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+66
Holders Change %
+14.97%
% of All Funds
6.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
161
Reduced
172
Closed
21
Calls
$26.4M
Puts
$10.5M
Net Calls
+$15.9M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Shares
Change %
HW
251
Hancock Whitney
Mississippi
$800K +$10.5K +99 +1%
Corient Private Wealth
252
Corient Private Wealth
Florida
$789K +$83.5K +788 +12%
CIA
253
Concurrent Investment Advisors
Florida
$789K -$2.12K -20 -0.3%
KOCAA
254
Knights of Columbus Asset Advisors
Connecticut
$784K
CGH
255
Crossmark Global Holdings
Texas
$776K +$26.1K +246 +3%
HP
256
Haven Private
Florida
$743K +$743K +7,000 New
EI
257
Ethic Inc
New York
$736K -$15.2K -143 -2%
P
258
Pitcairn
Pennsylvania
$725K -$18.4K -173 -2%
CIP
259
Cornerstone Investment Partners
Georgia
$715K +$18.9K +178 +3%
IFU
260
iSAM Funds (UK)
United Kingdom
$714K +$714K +6,728 New
SIM
261
Studio Investment Management
Illinois
$702K -$29.7K -280 -4%
BRWA
262
B. Riley Wealth Advisors
Florida
$687K -$91.8K -865 -12%
MWPCG
263
Measured Wealth Private Client Group
New Hampshire
$682K +$87.8K +828 +15%
GCP
264
GSA Capital Partners
United Kingdom
$675K +$409K +3,860 +154%
FC
265
FORA Capital
Florida
$672K +$672K +6,339 New
MAP
266
Moody Aldrich Partners
Massachusetts
$646K -$2.86K -27 -0.4%
NSEDCP
267
NJ State Employees Deferred Compensation Plan
New Jersey
$636K
SCM
268
Sterling Capital Management
North Carolina
$624K +$222K +2,097 +55%
NP
269
NorthRock Partners
Minnesota
$611K +$1.8K +17 +0.3%
CC
270
Centiva Capital
New York
$609K +$609K +5,741 New
MSRPS
271
Maryland State Retirement & Pension System
Maryland
$601K
IIC
272
Integrated Investment Consultants
Michigan
$598K +$47.6K +449 +9%
Wealth Enhancement Advisory Services
273
Wealth Enhancement Advisory Services
Minnesota
$576K +$80.4K +758 +16%
VWM
274
Venturi Wealth Management
Texas
$573K +$497K +4,683 +650%
COI
275
Connable Office Inc
Michigan
$573K