362 hedge funds and large institutions have $5.03B invested in Stifel in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 137 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+27
Holders Change %
+8.06%
% of All Funds
5.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
113
Reduced
137
Closed
30
Calls
$7.98M
Puts
$705K
Net Calls
+$7.27M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
326
Sageworth Trust
Pennsylvania
$8K
HCP
327
Hexagon Capital Partners
Arkansas
$7.59K
QC
328
Quent Capital
New York
$7.24K
AF
329
Advisornet Financial
Minnesota
$7.18K +$5.72K +98 +392%
STCOSD
330
Sageworth Trust Company of South Dakota
South Dakota
$7K
CSPIA
331
Cary Street Partners Investment Advisory
Virginia
$6.13K +$6.13K +105 New
AF
332
Allworth Financial
California
$5.95K +$4.96K +85 +500%
JWA
333
JFS Wealth Advisors
Pennsylvania
$5.66K -$467 -8 -8%
CPG
334
Cornerstone Planning Group
New Jersey
$5.54K +$5.54K +92 New
HWM
335
HighMark Wealth Management
Minnesota
$5.2K
NA
336
NewEdge Advisors
Louisiana
$4.96K +$4.96K +135 New
FFA
337
Farther Finance Advisors
California
$4.38K +$4.38K +75 New
BIA
338
Bell Investment Advisors
California
$3.91K +$117 +2 +3%
DA
339
Denali Advisors
California
$3.09K
CWC
340
Carolinas Wealth Consulting
North Carolina
$2.98K -$58 -1 -2%
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$2.8K
SC
342
Schubert & Co
Texas
$2.63K -$58 -1 -2%
ACM
343
AUA Capital Management
Pennsylvania
$2.28K
BHWM
344
Beaird Harris Wealth Management
Texas
$2.16K +$2.16K +37 New
SIC
345
SJS Investment Consulting
Ohio
$1.93K +$467 +8 +32%
AAP
346
Arax Advisory Partners
Colorado
$1.72K
PWMG
347
Prestige Wealth Management Group
New Jersey
$1.63K
DI
348
Disciplined Investments
Oklahoma
$1.52K -$234 -4 -13%
WT
349
Washington Trust
Rhode Island
$1.46K -$117 -2 -7%
MFT
350
Moisand Fitzgerald Tamayo
Florida
$1.46K +$1.46K +25 New