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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
CCM
276
Coldstream Capital Management
Washington
$1.26M -$64.2K -809 -5%
CL
277
Choreo LLC
Illinois
$1.24M -$88.9K -1,120 -6%
CC
278
Centiva Capital
New York
$1.21M +$1.3M +16,354 New
SDIC
279
South Dakota Investment Council
South Dakota
$1.19M -$2.14M -27,001 -63%
TCM
280
Tributary Capital Management
Nebraska
$1.16M +$12.6K +159 +1%
LIP
281
Lighthouse Investment Partners
Florida
$1.15M -$4.47M -56,353 -78%
Rockefeller Capital Management
282
Rockefeller Capital Management
New York
$1.15M +$44.9K +565 +4%
SA
283
Sanctuary Advisors
Indiana
$1.14M +$82K +1,032 +7%
P
284
&Partners
Tennessee
$1.12M -$7.86K -99 -0.6%
ERIC
285
Eagle Rock Investment Company
Georgia
$1.12M +$1.2M +15,112 New
JC
286
JBF Capital
Colorado
$1.11M
BONH
287
Bank of New Hampshire
New Hampshire
$1.11M -$4.29K -54 -0.4%
PCA
288
Pallas Capital Advisors
Massachusetts
$1.09M +$60.7K +764 +5%
TCM
289
Twin Capital Management
Pennsylvania
$1.09M +$21K +264 +2%
DM
290
Delphi Management
Massachusetts
$1.07M -$341K -4,288 -23%
PL
291
Plancorp LLC
Missouri
$1.06M -$1.35K -17 -0.1%
HW
292
Hancock Whitney
Mississippi
$1.04M +$92.4K +1,164 +10%
BHC
293
Bull Harbor Capital
Maryland
$1.03M +$1.11M +13,951 New
UCFA
294
United Capital Financial Advisors
Texas
$1.03M +$18K +227 +2%
CIA
295
Concurrent Investment Advisors
Florida
$1.01M +$160K +2,021 +17%
SFA
296
Sequoia Financial Advisors
Ohio
$1M -$439K -5,528 -29%
HIM
297
Hillsdale Investment Management
Ontario, Canada
$1M +$1.08M +13,540 New
IG
298
ING Group
Netherlands
$998K
SLAM
299
Swiss Life Asset Management
$969K +$186K +2,348 +22%
KF
300
Krilogy Financial
Missouri
$947K +$47.5K +598 +5%