487 hedge funds and large institutions have $9.32B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 193 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 193

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
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
$13M
Puts
$3.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FB
301
Fulton Bank
Pennsylvania
$395K
VWA
302
Visionary Wealth Advisors
Illinois
$394K
FC
303
Farringdon Capital
United Kingdom
$382K
SCM
304
Shelton Capital Management
Colorado
$381K
EGM
305
Engineers Gate Manager
New York
$374K
Osaic Holdings
306
Osaic Holdings
Arizona
$370K
FTWA
307
Fifth Third Wealth Advisors
Ohio
$368K
CCMG
308
Clark Capital Management Group
Pennsylvania
$364K
PWM
309
Perigon Wealth Management
California
$364K
TRCT
310
Tower Research Capital (TRC)
New York
$362K
FFIC
311
First Fiduciary Investment Counsel
Ohio
$358K
EI
312
Ethic Inc
New York
$355K
SFS
313
Sowell Financial Services
Arkansas
$351K
IB
314
Intrust Bank
Kansas
$350K
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$346K
IIC
316
Integrated Investment Consultants
Michigan
$344K
IA
317
IFP Advisors
Florida
$344K
RGC
318
Roberts, Glore & Co
Illinois
$340K
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$338K
FFM
320
Forum Financial Management
Illinois
$334K
HAG
321
HighPoint Advisor Group
Illinois
$329K
UCFA
322
United Capital Financial Advisors
Texas
$322K
MFWP
323
Mosaic Family Wealth Partners
Missouri
$316K
HWA
324
HCR Wealth Advisors
California
$315K
VA
325
Vident Advisory
Georgia
$313K