482 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-37
Holders Change %
-7.13%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
167
Reduced
191
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
326
Machina Capital
France
$307K -$22.4K -216 -7%
PA
327
Parallel Advisors
California
$303K -$26.3K -253 -8%
JSW
328
Journey Strategic Wealth
New Jersey
$300K -$1.76K -17 -0.6%
BTI
329
Blue Trust Inc
Georgia
$298K -$61.2K -590 -17%
SC
330
Syon Capital
California
$298K +$298K +2,874 New
KPWS
331
Kestra Private Wealth Services
Texas
$293K +$33.3K +321 +13%
KBC Group
332
KBC Group
Belgium
$293K -$201K -1,932 -41%
IWC
333
Integrated Wealth Concepts
Massachusetts
$291K -$7.78K -75 -3%
M&T Bank
334
M&T Bank
New York
$291K -$311 -3 -0.1%
SI
335
Stephens Inc
Arkansas
$290K
IAN
336
Integrated Advisors Network
Texas
$288K +$47.5K +458 +20%
CA
337
Clearstead Advisors
Ohio
$287K -$82.9K -799 -22%
FCFC
338
First Commonwealth Financial Corp
Pennsylvania
$285K
SMC
339
Smith, Moore & Co
Missouri
$281K -$11.6K -112 -4%
ES
340
ETF Store
Kansas
$277K
GT
341
Greenleaf Trust
Michigan
$276K -$10.2K -98 -4%
MT
342
Midwest Trust
Kansas
$274K +$274K +2,645 New
SMA
343
Sage Mountain Advisors
Georgia
$265K -$24.5K -236 -8%
SPA
344
Sherbrooke Park Advisers
New York
$264K -$930K -8,966 -78%
FPAS
345
Focus Partners Advisor Solutions
Missouri
$262K -$482K -4,646 -65%
KAS
346
Kestra Advisory Services
Texas
$259K -$2.39K -23 -0.9%
Voloridge Investment Management
347
Voloridge Investment Management
Florida
$258K -$7.58M -73,045 -97%
MYAM
348
Meiji Yasuda Asset Management
Japan
$256K +$3.63K +35 +1%
RWM
349
Ritholtz Wealth Management
New York
$255K -$68.7K -662 -21%
FAM
350
Formidable Asset Management
Ohio
$255K