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
Holders
519
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
77
Increased
205
Reduced
148
Closed
53
Calls
$15.1M
Puts
$6.86M
Net Calls
+$8.23M
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
301
Savant Capital
Illinois
$552K +$331K +3,515 +150%
SIM
302
Studio Investment Management
Illinois
$551K -$72.6K -770 -12%
NP
303
NorthRock Partners
Minnesota
$542K -$660 -7 -0.1%
OIA
304
OneDigital Investment Advisors
Kansas
$542K +$83.5K +886 +18%
TRCT
305
Tower Research Capital (TRC)
New York
$541K -$208K -2,203 -28%
I
306
InceptionR
California
$529K +$529K +5,614 New
VWM
307
Venturi Wealth Management
Texas
$523K +$13.8K +146 +3%
SCM
308
Sterling Capital Management
North Carolina
$520K -$34.3K -364 -6%
P
309
&Partners
Tennessee
$513K +$53.1K +566 +12%
COI
310
Connable Office Inc
Michigan
$509K
IIC
311
Integrated Investment Consultants
Michigan
$500K -$30.7K -326 -6%
URS
312
Utah Retirement Systems
Utah
$500K
SF
313
Summit Financial
New Jersey
$497K +$497K +5,268 New
QCG
314
Quadrant Capital Group
Ohio
$474K +$279K +2,965 +144%
SAM
315
Shell Asset Management
Netherlands
$463K -$18.9K -201 -4%
YMRC
316
Yorktown Management & Research Company
Virginia
$462K
Baird Financial Group
317
Baird Financial Group
Wisconsin
$461K +$2.64K +28 +0.6%
DA
318
Detalus Advisors
Missouri
$461K
CAU
319
Caxton Associates (UK)
$452K +$452K +4,800 New
FB
320
Fulton Bank
Pennsylvania
$452K -$16.8K -178 -4%
RCM
321
Radnor Capital Management
Pennsylvania
$448K
KBC Group
322
KBC Group
Belgium
$448K +$32.4K +344 +8%
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$437K -$97.2K -1,031 -18%
WCM
324
Whitener Capital Management
North Carolina
$436K +$436K +4,630 New
HF
325
HRT Financial
New York
$436K +$436K +4,633 New