482 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-37
Holders Change %
-7.13%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
167
Reduced
191
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
301
Visionary Wealth Advisors
Illinois
$394K +$62.8K +605 +19%
FC
302
Farringdon Capital
United Kingdom
$382K +$382K +3,678 New
SCM
303
Shelton Capital Management
Colorado
$381K
EGM
304
Engineers Gate Manager
New York
$374K -$2.71M -26,095 -88%
FTWA
305
Fifth Third Wealth Advisors
Ohio
$368K +$934 +9 +0.3%
CCMG
306
Clark Capital Management Group
Pennsylvania
$364K -$881K -8,487 -71%
PWM
307
Perigon Wealth Management
California
$364K -$3.43K -33 -0.9%
TRCT
308
Tower Research Capital (TRC)
New York
$362K -$234K -2,250 -39%
FFIC
309
First Fiduciary Investment Counsel
Ohio
$358K
EI
310
Ethic Inc
New York
$355K -$289K -2,791 -45%
SFS
311
Sowell Financial Services
Arkansas
$351K +$7.68K +74 +2%
IB
312
Intrust Bank
Kansas
$350K +$33K +318 +10%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$346K -$50.7K -489 -13%
IIC
314
Integrated Investment Consultants
Michigan
$344K -$207K -1,995 -38%
IA
315
IFP Advisors
Florida
$344K -$14.2K -106 -4%
RGC
316
Roberts, Glore & Co
Illinois
$340K
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$338K
FFM
318
Forum Financial Management
Illinois
$334K +$104 +1 +0%
HAG
319
HighPoint Advisor Group
Illinois
$329K -$3.22K -31 -1%
UCFA
320
United Capital Financial Advisors
Texas
$322K -$16.5K -159 -5%
MFWP
321
Mosaic Family Wealth Partners
Missouri
$316K -$1.34M -12,922 -81%
HWA
322
HCR Wealth Advisors
California
$315K
VA
323
Vident Advisory
Georgia
$313K +$17.9K +172 +6%
BB
324
Busey Bank
Illinois
$312K
FCH
325
Freestone Capital Holdings
Washington
$312K +$311 +3 +0.1%