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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
Pictet Asset Management
251
Pictet Asset Management
Switzerland
$1.78M +$132K +1,667 +7%
AC
252
AXQ Capital
New Jersey
$1.75M +$1.49M +18,754 +376%
TI
253
Tidal Investments
Wisconsin
$1.72M +$95.8K +1,207 +5%
RP
254
Riverwater Partners
Wisconsin
$1.72M +$600K +7,556 +48%
Arrowstreet Capital
255
Arrowstreet Capital
Massachusetts
$1.67M +$1.8M +22,642 New
QPW
256
Quantum Private Wealth
Florida
$1.65M -$79 -1 -0%
GI
257
Gradient Investments
Minnesota
$1.65M +$1.77M +22,304 New
SCP
258
Sivia Capital Partners
California
$1.64M +$1.05M +13,175 +146%
MFG
259
Merit Financial Group
Georgia
$1.63M +$605K +7,618 +53%
ZIG
260
Zurich Insurance Group
Switzerland
$1.63M
AI
261
Atria Investments
North Carolina
$1.61M -$2.22K -28 -0.1%
FPAS
262
Focus Partners Advisor Solutions
Missouri
$1.6M +$575K +7,241 +50%
IWC
263
Integrated Wealth Concepts
Massachusetts
$1.59M +$1.15M +14,494 +208%
CB
264
Commerce Bank
Missouri
$1.58M -$137K -1,721 -7%
QCM
265
QRG Capital Management
Illinois
$1.55M +$77.4K +975 +5%
PL
266
Polianta Ltd
Jersey
$1.52M +$1.64M +20,600 New
Calamos Advisors
267
Calamos Advisors
Illinois
$1.51M -$1.45M -18,238 -47%
HighTower Advisors
268
HighTower Advisors
Illinois
$1.48M +$478K +6,022 +43%
Mackenzie Financial
269
Mackenzie Financial
Ontario, Canada
$1.45M +$61.1K +770 +4%
TCM
270
Tanaka Capital Management
New York
$1.41M -$159 -2 -0%
Alyeska Investment Group
271
Alyeska Investment Group
Illinois
$1.4M -$77.8M -980,132 -98%
VI
272
Vestcor Inc
New Brunswick, Canada
$1.39M +$371K +4,671 +33%
X
273
Xponance
Pennsylvania
$1.34M +$330K +4,160 +30%
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$1.34M -$13K -164 -0.9%
NA
275
NewEdge Advisors
Louisiana
$1.31M +$166K +2,092 +13%