519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
301
Savant Capital
Illinois
$552K
SIM
302
Studio Investment Management
Illinois
$551K
NP
303
NorthRock Partners
Minnesota
$542K
OIA
304
OneDigital Investment Advisors
Kansas
$542K
TRCT
305
Tower Research Capital (TRC)
New York
$541K
I
306
InceptionR
California
$529K
VWM
307
Venturi Wealth Management
Texas
$523K
SCM
308
Sterling Capital Management
North Carolina
$520K
P
309
&Partners
Tennessee
$513K
COI
310
Connable Office Inc
Michigan
$509K
IIC
311
Integrated Investment Consultants
Michigan
$500K
URS
312
Utah Retirement Systems
Utah
$500K
SF
313
Summit Financial
New Jersey
$497K
QCG
314
Quadrant Capital Group
Ohio
$474K
SAM
315
Shell Asset Management
Netherlands
$463K
YMRC
316
Yorktown Management & Research Company
Virginia
$462K
Baird Financial Group
317
Baird Financial Group
Wisconsin
$461K
DA
318
Detalus Advisors
Missouri
$461K
CAU
319
Caxton Associates (UK)
$452K
FB
320
Fulton Bank
Pennsylvania
$452K
RCM
321
Radnor Capital Management
Pennsylvania
$448K
KBC Group
322
KBC Group
Belgium
$448K
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$437K
WCM
324
Whitener Capital Management
North Carolina
$436K
HF
325
HRT Financial
New York
$436K