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Stifel

629 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 261 increasing their positions, 244 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $2.35M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

7% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 244

0% more funds holding

Funds holding: 627629 (+2)

0.2% more ownership

Funds ownership: 132.46%132.66% (+0.2%)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$998M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
629
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
7.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
78
Increased
261
Reduced
244
Closed
66
Calls
$12.9M
Puts
$2.35M
Net Calls
+$10.5M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
301
Polymer Capital Management
New York
$944K +$67.7K +852 +7%
Public Employees Retirement Association of Colorado
302
Public Employees Retirement Association of Colorado
Colorado
$937K
CPIG
303
Chicago Partners Investment Group
Illinois
$937K +$398K +5,008 +71%
TIAM
304
TT International Asset Management
United Kingdom
$922K +$790K +9,947 +394%
Federated Hermes
305
Federated Hermes
Pennsylvania
$896K -$12.7K -160 -1%
CIP
306
Cornerstone Investment Partners
Georgia
$893K +$56.1K +707 +6%
PAP
307
Persistent Asset Partners
Hong Kong
$887K -$385K -4,847 -29%
Capital Fund Management (CFM)
308
Capital Fund Management (CFM)
France
$880K +$946K +11,907 New
PFPG
309
Pinnacle Financial Partners (Georgia)
Georgia
$875K +$4.45K +56 +0.5%
CGH
310
Crossmark Global Holdings
Texas
$843K -$24.8K -312 -3%
SAM
311
Securian Asset Management
Minnesota
$831K +$8.58K +108 +1%
EP
312
Essential Partners
California
$826K +$43.7K +550 +5%
EF
313
Empowered Funds
Pennsylvania
$786K +$844K +10,630 New
IPW
314
Impact Partnership Wealth
Georgia
$780K +$838K +10,558 New
MIM
315
Morningstar Investment Management
Illinois
$766K +$823K +10,368 New
Ensign Peak Advisors
316
Ensign Peak Advisors
Utah
$756K +$85K +1,070 +12%
GI
317
GAMMA Investing
California
$753K -$26.8K -337 -3%
MCM
318
Maltese Capital Management
New York
$739K -$3.57M -44,900 -82%
MFS
319
Mirabella Financial Services
United Kingdom
$737K +$402K +5,066 +103%
EI
320
EDMP Inc
Florida
$719K -$635 -8 -0.1%
HWM
321
HB Wealth Management
Georgia
$696K +$167K +2,105 +29%
SCA
322
Snowden Capital Advisors
New York
$688K +$17K +214 +2%
Daiwa Securities Group
323
Daiwa Securities Group
Japan
$685K +$736K +9,263 New
RIL
324
Rothschild Investment LLC
Illinois
$670K +$334K +4,202 +86%
M&T Bank
325
M&T Bank
New York
$669K -$71.5K -900 -9%