487 hedge funds and large institutions have $9.32B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 193 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 193

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13M
Puts
$3.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
251
Cornerstone Investment Partners
Georgia
$708K
SCM
252
Sterling Capital Management
North Carolina
$699K
FT
253
Fiduciary Trust
Massachusetts
$681K
BRWA
254
B. Riley Wealth Advisors
Florida
$680K
VI
255
Vestcor Inc
New Brunswick, Canada
$672K
HP
256
Haven Private
Florida
$669K
TI
257
Tidal Investments
Wisconsin
$666K
EI
258
EDMP Inc
Florida
$660K
P
259
Pitcairn
Pennsylvania
$659K
PAG
260
Private Advisor Group
New Jersey
$658K
LCM
261
Landscape Capital Management
New Jersey
$655K
TD Asset Management
262
TD Asset Management
Ontario, Canada
$642K
NSEDCP
263
NJ State Employees Deferred Compensation Plan
New Jersey
$623K
OIA
264
OneDigital Investment Advisors
Kansas
$617K
SFA
265
Sequoia Financial Advisors
Ohio
$606K
NP
266
NorthRock Partners
Minnesota
$599K
MFG
267
Merit Financial Group
Georgia
$597K
SIM
268
Studio Investment Management
Illinois
$595K
GI
269
GAMMA Investing
California
$584K
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$577K
RCM
271
Radnor Capital Management
Pennsylvania
$574K
COI
272
Connable Office Inc
Michigan
$561K
URS
273
Utah Retirement Systems
Utah
$550K
TPI
274
Trust Point Inc
Wisconsin
$529K
PAM
275
Panagora Asset Management
Massachusetts
$523K