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SF

Stifel

487 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.34M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $8.43B → $9.31B (+$881M)

1.64% more ownership

Funds ownership: 129.37%131.01% (+1.6%)

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 192

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
-34
Holders Change %
-6.53%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
168
Reduced
192
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
Sterling Capital Management
North Carolina
$699K +$112K +1,827 +22%
FT
252
Fiduciary Trust
Massachusetts
$681K -$8.29K -135 -1%
BRWA
253
B. Riley Wealth Advisors
Florida
$680K +$603K +9,827 New
VI
254
Vestcor Inc
New Brunswick, Canada
$672K
HP
255
Haven Private
Florida
$669K +$39.5K +644 +7%
TI
256
Tidal Investments
Wisconsin
$666K +$268K +4,358 +83%
EI
257
EDMP Inc
Florida
$660K -$36.8K -600 -6%
P
258
Pitcairn
Pennsylvania
$659K -$36.8K -599 -6%
PAG
259
Private Advisor Group
New Jersey
$658K +$585K +9,518 New
LCM
260
Landscape Capital Management
New Jersey
$655K +$581K +9,464 New
TD Asset Management
261
TD Asset Management
Ontario, Canada
$642K -$2.03K -33 -0.4%
NSEDCP
262
NJ State Employees Deferred Compensation Plan
New Jersey
$623K
OIA
263
OneDigital Investment Advisors
Kansas
$617K +$17.6K +286 +3%
SFA
264
Sequoia Financial Advisors
Ohio
$606K +$538K +8,754 New
NP
265
NorthRock Partners
Minnesota
$599K +$1.66K +27 +0.3%
MFG
266
Merit Financial Group
Georgia
$597K -$579K -9,432 -52%
SIM
267
Studio Investment Management
Illinois
$595K -$10.1K -164 -2%
GI
268
GAMMA Investing
California
$584K +$103K +1,681 +25%
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
$577K -$378K -6,156 -42%
RCM
270
Radnor Capital Management
Pennsylvania
$574K +$71.4K +1,162 +16%
COI
271
Connable Office Inc
Michigan
$561K
URS
272
Utah Retirement Systems
Utah
$550K
EP
273
Essential Partners
California
$540K +$480K +7,809 New
TPI
274
Trust Point Inc
Wisconsin
$529K -$228K -3,709 -33%
PAM
275
Panagora Asset Management
Massachusetts
$523K +$55.3K +900 +14%

SF Hedge Fund Activity: Q2 2025 in Review

487 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2025, worth a combined $9.31B — up 10% from $8.43B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SF and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 168 added.

The largest buyer was Boston Partners, adding an estimated $207M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $57.3M.

  • 487 institutional investors held Stifel (SF) as of Q2 2025, down from 521 in Q1 2025.
  • Funds reported $9.31B of Stifel stock for Q2 2025, up 10% quarter-over-quarter.
  • 56 funds opened new Stifel positions in Q2 2025 and 84 closed out, a net change of -28 holders.
  • The largest Stifel buyer in Q2 2025 was Boston Partners, an estimated $207M added.
  • The largest Stifel seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2025.