SF

Stifel

625 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 260 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
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
$12.9M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
301
Chicago Partners Investment Group
Illinois
$937K
TIAM
302
TT International Asset Management
United Kingdom
$922K
Federated Hermes
303
Federated Hermes
Pennsylvania
$896K
CIP
304
Cornerstone Investment Partners
Georgia
$893K
PAP
305
Persistent Asset Partners
Hong Kong
$887K
Capital Fund Management (CFM)
306
Capital Fund Management (CFM)
France
$880K
PFPG
307
Pinnacle Financial Partners (Georgia)
Georgia
$875K
CGH
308
Crossmark Global Holdings
Texas
$843K
SAM
309
Securian Asset Management
Minnesota
$831K
EPL
310
Essential Partners LLC
California
$826K
EF
311
Empowered Funds
Pennsylvania
$786K
IPW
312
Impact Partnership Wealth
Georgia
$780K
MIM
313
Morningstar Investment Management
Illinois
$766K
Ensign Peak Advisors
314
Ensign Peak Advisors
Utah
$756K
GI
315
GAMMA Investing
California
$753K
MCM
316
Maltese Capital Management
New York
$739K
MFS
317
Mirabella Financial Services
United Kingdom
$737K
EI
318
EDMP Inc
Florida
$719K
HWM
319
HB Wealth Management
Georgia
$696K
SCA
320
Snowden Capital Advisors
New York
$688K
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$685K
RIL
322
Rothschild Investment LLC
Illinois
$670K
M&T Bank
323
M&T Bank
New York
$669K
HP
324
Haven Private
Florida
$667K
CAU
325
Caxton Associates (UK)
$666K