441 hedge funds and large institutions have $8.15B invested in Stifel in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 164 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
45
Increased
155
Reduced
164
Closed
38
Calls
$24.5M
Puts
$5.22M
Net Calls
+$19.2M
Net Calls Change
-$351K
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
301
Private Advisor Group
New Jersey
$275K +$1.32K +14 +0.5%
KWM
302
Kingsview Wealth Management
Oregon
$274K +$274K +2,920 New
FTDI
303
First Trust Direct Indexing
Massachusetts
$274K +$21.4K +228 +8%
CA
304
Clearstead Advisors
Ohio
$272K
PA
305
Parallel Advisors
California
$270K +$15.6K +166 +6%
KBC Group
306
KBC Group
Belgium
$268K +$27.7K +295 +12%
WorldQuant Millennium Advisors
307
WorldQuant Millennium Advisors
New York
$267K
CG
308
Caprock Group
Idaho
$265K +$23.1K +246 +10%
SI
309
Stephens Inc
Arkansas
$262K
SC
310
Sapient Capital
Indiana
$262K -$57.7K -615 -18%
JSW
311
Journey Strategic Wealth
New Jersey
$261K +$282 +3 +0.1%
RWM
312
Ritholtz Wealth Management
New York
$256K +$256K +2,723 New
TPCW
313
TD Private Client Wealth
New York
$254K +$54.1K +576 +27%
ES
314
ETF Store
Kansas
$251K
IB
315
Intrust Bank
Kansas
$249K -$31.1K -331 -11%
PGFC
316
Peapack-Gladstone Financial Corp
New Jersey
$249K
M&T Bank
317
M&T Bank
New York
$248K +$21.5K +229 +9%
VA
318
Vident Advisory
Georgia
$248K +$4.7K +50 +2%
PA
319
Profund Advisors
Maryland
$244K -$5.26K -56 -2%
TWM
320
Trueblood Wealth Management
Ohio
$244K -$41.2K -439 -14%
FFM
321
Forum Financial Management
Illinois
$243K -$939 -10 -0.4%
IA
322
IFP Advisors
Florida
$241K -$25.8K -275 -10%
SF
323
Synovus Financial
Georgia
$239K
GT
324
Greenleaf Trust
Michigan
$239K -$470 -5 -0.2%
MYAM
325
Meiji Yasuda Asset Management
Japan
$237K -$5.54K -59 -2%