507 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+66
Holders Change %
+14.97%
% of All Funds
6.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
161
Reduced
172
Closed
21
Calls
$26.4M
Puts
$10.5M
Net Calls
+$15.9M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Shares
Change %
Mitsubishi UFJ Trust & Banking
301
Mitsubishi UFJ Trust & Banking
Japan
$423K +$423K +3,992 New
Nisa Investment Advisors
302
Nisa Investment Advisors
Missouri
$422K
LAM
303
LECAP Asset Management
United Kingdom
$418K +$418K +3,943 New
LCWP
304
Legacy Capital Wealth Partners
Arkansas
$418K +$20.2K +190 +5%
TC
305
TAP Consulting
Missouri
$415K
CP
306
Covenant Partners
Tennessee
$411K
SCM
307
Shelton Capital Management
Colorado
$410K -$16.1K -152 -4%
OTL
308
Oak Thistle LLC
New York
$406K +$406K +3,831 New
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$401K +$49.1K +463 +14%
PWM
310
Perigon Wealth Management
California
$395K +$17.1K +153 +5%
TC
311
TownSquare Capital
Utah
$389K -$13.3K -125 -3%
SG Americas Securities
312
SG Americas Securities
New York
$385K +$206K +1,946 +115%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$382K +$201K +1,899 +112%
RCAG
314
Rehmann Capital Advisory Group
Michigan
$378K +$35.1K +331 +10%
FTWA
315
Fifth Third Wealth Advisors
Ohio
$374K
BTI
316
Blue Trust Inc
Georgia
$368K -$57.9K -546 -14%
FFIC
317
First Fiduciary Investment Counsel
Ohio
$366K
AAM
318
Advisors Asset Management
Colorado
$359K +$2.44K +23 +0.7%
RGC
319
Roberts, Glore & Co
Illinois
$347K -$21.2K -200 -6%
IB
320
Intrust Bank
Kansas
$347K +$66K +622 +23%
Tudor Investment Corp
321
Tudor Investment Corp
Connecticut
$344K +$344K +3,240 New
FFM
322
Forum Financial Management
Illinois
$341K +$66.9K +631 +24%
BA
323
Bridgewater Associates
Connecticut
$340K -$807K -7,612 -70%
XT
324
XTX Topco
Cayman Islands
$339K +$339K +3,194 New
SPA
325
Sherbrooke Park Advisers
New York
$338K +$338K +3,190 New