519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FNA
276
First National Advisers
Nebraska
$738K
MWPCG
277
Measured Wealth Private Client Group
New Hampshire
$735K
SCA
278
Snowden Capital Advisors
New York
$731K
SAM
279
Securian Asset Management
Minnesota
$729K
TPI
280
Trust Point Inc
Wisconsin
$713K
CIA
281
Concurrent Investment Advisors
Florida
$690K
XT
282
XTX Topco
Cayman Islands
$690K
CGH
283
Crossmark Global Holdings
Texas
$688K
FPAS
284
Focus Partners Advisor Solutions
Missouri
$676K
OTL
285
Oak Thistle LLC
New York
$651K
1C
286
111 Capital
France
$643K
Allianz Asset Management
287
Allianz Asset Management
Germany
$639K
EI
288
EDMP Inc
Florida
$637K
P
289
Pitcairn
Pennsylvania
$636K
CIP
290
Cornerstone Investment Partners
Georgia
$636K
USAA
291
United Services Automobile Association
Texas
$628K
FT
292
Fiduciary Trust
Massachusetts
$627K
PCA
293
Pallas Capital Advisors
Massachusetts
$623K
FIA
294
Foundations Investment Advisors
Arizona
$619K
VI
295
Vestcor Inc
New Brunswick, Canada
$610K
EI
296
Ethic Inc
New York
$589K
TD Asset Management
297
TD Asset Management
Ontario, Canada
$585K
HP
298
Haven Private
Florida
$567K
NSEDCP
299
NJ State Employees Deferred Compensation Plan
New Jersey
$566K
MM
300
MQS Management
New York
$563K