550 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
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
$15.4M
Puts
$408K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
301
Mitsubishi UFJ Trust & Banking
Japan
$701K
SCM
302
Sterling Capital Management
North Carolina
$701K
FPAS
303
Focus Partners Advisor Solutions
Missouri
$692K
GI
304
GAMMA Investing
California
$689K
HP
305
Haven Private
Florida
$683K
VI
306
Versor Investments
New York
$683K
NSEDCP
307
NJ State Employees Deferred Compensation Plan
New Jersey
$681K
CAU
308
Caxton Associates (UK)
$659K
OIA
309
OneDigital Investment Advisors
Kansas
$655K
FT
310
Fiduciary Trust
Massachusetts
$637K
RS
311
R Squared
Hong Kong
$624K
SIM
312
Studio Investment Management
Illinois
$624K
COI
313
Connable Office Inc
Michigan
$613K
BCM
314
Bayesian Capital Management
New York
$613K
RCM
315
Radnor Capital Management
Pennsylvania
$605K
URS
316
Utah Retirement Systems
Utah
$601K
Osaic Holdings
317
Osaic Holdings
Arizona
$590K
MPM
318
Meritage Portfolio Management
Kansas
$583K
PAM
319
Panagora Asset Management
Massachusetts
$581K
KF
320
Krilogy Financial
Missouri
$580K
TPI
321
Trust Point Inc
Wisconsin
$577K
WI
322
WBI Investments
New Jersey
$576K
RCAG
323
Rehmann Capital Advisory Group
Michigan
$574K
YMRC
324
Yorktown Management & Research Company
Virginia
$556K
VWM
325
Venturi Wealth Management
Texas
$556K