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
Holders
519
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
77
Increased
205
Reduced
148
Closed
53
Calls
$15.1M
Puts
$6.86M
Net Calls
+$8.23M
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Shares
Change %
FNA
276
First National Advisers
Nebraska
$738K +$738K +7,830 New
MWPCG
277
Measured Wealth Private Client Group
New Hampshire
$735K +$130K +1,376 +21%
SCA
278
Snowden Capital Advisors
New York
$731K -$63.8K -677 -8%
SAM
279
Securian Asset Management
Minnesota
$729K
TPI
280
Trust Point Inc
Wisconsin
$713K -$290K -3,078 -29%
CIA
281
Concurrent Investment Advisors
Florida
$690K -$10.5K -111 -1%
XT
282
XTX Topco
Cayman Islands
$690K +$389K +4,123 +129%
CGH
283
Crossmark Global Holdings
Texas
$688K -$1.23K -13 -0.2%
FPAS
284
Focus Partners Advisor Solutions
Missouri
$676K +$676K +7,171 New
OTL
285
Oak Thistle LLC
New York
$651K +$290K +3,080 +80%
1C
286
111 Capital
France
$643K +$197K +2,091 +44%
Allianz Asset Management
287
Allianz Asset Management
Germany
$639K +$417K +4,424 +188%
EI
288
EDMP Inc
Florida
$637K +$637K +6,757 New
P
289
Pitcairn
Pennsylvania
$636K -$7.82K -83 -1%
CIP
290
Cornerstone Investment Partners
Georgia
$636K +$660 +7 +0.1%
USAA
291
United Services Automobile Association
Texas
$628K +$628K +6,685 New
FT
292
Fiduciary Trust
Massachusetts
$627K +$627K +6,651 New
PCA
293
Pallas Capital Advisors
Massachusetts
$623K +$623K +6,606 New
FIA
294
Foundations Investment Advisors
Arizona
$619K +$409K +4,334 +194%
VI
295
Vestcor Inc
New Brunswick, Canada
$610K +$610K +6,476 New
EI
296
Ethic Inc
New York
$589K -$68.3K -720 -10%
TD Asset Management
297
TD Asset Management
Ontario, Canada
$585K -$1.43M -15,190 -71%
HP
298
Haven Private
Florida
$567K -$92.4K -980 -14%
NSEDCP
299
NJ State Employees Deferred Compensation Plan
New Jersey
$566K
MM
300
MQS Management
New York
$563K +$563K +5,976 New