541 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
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
$15.4M
Puts
$408K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Sterling Capital Management
North Carolina
$701K
FPAS
302
Focus Partners Advisor Solutions
Missouri
$692K
GI
303
GAMMA Investing
California
$689K
HP
304
Haven Private
Florida
$683K
VI
305
Versor Investments
New York
$683K
NSEDCP
306
NJ State Employees Deferred Compensation Plan
New Jersey
$681K
CAU
307
Caxton Associates (UK)
$659K
OIA
308
OneDigital Investment Advisors
Kansas
$655K
FT
309
Fiduciary Trust
Massachusetts
$637K
RS
310
R Squared
Hong Kong
$624K
SIM
311
Studio Investment Management
Illinois
$624K
COI
312
Connable Office Inc
Michigan
$613K
BCM
313
Bayesian Capital Management
New York
$613K
RCM
314
Radnor Capital Management
Pennsylvania
$605K
URS
315
Utah Retirement Systems
Utah
$601K
Osaic Holdings
316
Osaic Holdings
Arizona
$590K
MPM
317
Meritage Portfolio Management
Kansas
$583K
PAM
318
Panagora Asset Management
Massachusetts
$581K
KF
319
Krilogy Financial
Missouri
$580K
TPI
320
Trust Point Inc
Wisconsin
$577K
WI
321
WBI Investments
New Jersey
$576K
RCAG
322
Rehmann Capital Advisory Group
Michigan
$574K
YMRC
323
Yorktown Management & Research Company
Virginia
$556K
VWM
324
Venturi Wealth Management
Texas
$556K
P
325
Pitcairn
Pennsylvania
$555K