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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
Baird Financial Group
276
Baird Financial Group
Wisconsin
$511K +$3.07K +50 +0.7%
YMRC
277
Yorktown Management & Research Company
Virginia
$509K
DA
278
Detalus Advisors
Missouri
$508K
CAU
279
Caxton Associates (UK)
$498K
XT
280
XTX Topco
Cayman Islands
$494K -$235K -3,833 -35%
Pacer Advisors
281
Pacer Advisors
Pennsylvania
$492K +$437K +7,116 New
PAP
282
Persistent Asset Partners
Hong Kong
$487K +$432K +7,037 New
VWM
283
Venturi Wealth Management
Texas
$486K -$79.8K -1,299 -16%
MSRPS
284
Maryland State Retirement & Pension System
Maryland
$481K
ProShare Advisors
285
ProShare Advisors
Maryland
$473K +$18.6K +303 +5%
RAM
286
Readystate Asset Management
Illinois
$466K +$414K +6,740 New
LFG
287
Larson Financial Group
Missouri
$465K +$4.3K +70 +1%
RCAG
288
Rehmann Capital Advisory Group
Michigan
$461K +$50.1K +816 +14%
WCM
289
Whitener Capital Management
North Carolina
$451K -$25.8K -420 -6%
William Blair & Company
290
William Blair & Company
Illinois
$446K +$182K +2,964 +85%
SWP
291
Stratos Wealth Partners
Ohio
$445K -$3.5K -57 -0.9%
Simplex Trading
292
Simplex Trading
Illinois
$445K +$323K +5,267 +451%
KeyBank National Association
293
KeyBank National Association
Ohio
$440K +$391K +6,363 New
SAM
294
Shell Asset Management
Netherlands
$436K -$65.6K -1,068 -14%
QCG
295
Quadrant Capital Group
Ohio
$431K -$80.4K -1,310 -17%
Nisa Investment Advisors
296
Nisa Investment Advisors
Missouri
$424K +$9.95K +162 +3%
CI Investments Inc
297
CI Investments Inc
Ontario, Canada
$417K -$12.1K -197 -3%
SF
298
Summit Financial
New Jersey
$410K -$121K -1,978 -25%
LCWP
299
Legacy Capital Wealth Partners
Arkansas
$406K +$4.73K +77 +1%
CP
300
Covenant Partners
Tennessee
$402K

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.