484 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 167 increasing their positions, 192 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: 519484 (-35)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 192

35% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 84

Holders
484
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
YMRC
276
Yorktown Management & Research Company
Virginia
$509K
DA
277
Detalus Advisors
Missouri
$508K
CAU
278
Caxton Associates (UK)
$498K
XT
279
XTX Topco
Cayman Islands
$494K
Pacer Advisors
280
Pacer Advisors
Pennsylvania
$492K
PAP
281
Persistent Asset Partners
Hong Kong
$487K
VWM
282
Venturi Wealth Management
Texas
$486K
MSRPS
283
Maryland State Retirement & Pension System
Maryland
$481K
ProShare Advisors
284
ProShare Advisors
Maryland
$473K
RAM
285
Readystate Asset Management
Illinois
$466K
LFG
286
Larson Financial Group
Missouri
$465K
RCAG
287
Rehmann Capital Advisory Group
Michigan
$461K
WCM
288
Whitener Capital Management
North Carolina
$451K
William Blair & Company
289
William Blair & Company
Illinois
$446K
SWP
290
Stratos Wealth Partners
Ohio
$445K
Simplex Trading
291
Simplex Trading
Illinois
$445K
KeyBank National Association
292
KeyBank National Association
Ohio
$440K
SAM
293
Shell Asset Management
Netherlands
$436K
QCG
294
Quadrant Capital Group
Ohio
$431K
Nisa Investment Advisors
295
Nisa Investment Advisors
Missouri
$424K
CI Investments Inc
296
CI Investments Inc
Ontario, Canada
$417K
SF
297
Summit Financial
New Jersey
$410K
LCWP
298
Legacy Capital Wealth Partners
Arkansas
$406K
CP
299
Covenant Partners
Tennessee
$402K
Osaic Holdings
300
Osaic Holdings
Arizona
$399K