507 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+66
Holders Change %
+14.97%
% of All Funds
6.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
161
Reduced
172
Closed
21
Calls
$26.4M
Puts
$10.5M
Net Calls
+$15.9M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
326
Visionary Wealth Advisors
Illinois
$338K
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$338K +$17.4K +164 +5%
UCFA
328
United Capital Financial Advisors
Texas
$334K -$2.44K -23 -0.7%
CANY
329
Caxton Associates (New York)
New York
$334K +$334K +3,144 New
KAS
330
Kestra Advisory Services
Texas
$331K -$15.3K -144 -4%
HAG
331
HighPoint Advisor Group
Illinois
$328K +$5.85K +54 +2%
CG
332
Caprock Group
Idaho
$325K +$25.4K +239 +8%
HWA
333
HCR Wealth Advisors
California
$322K -$2.12K -20 -0.7%
FCH
334
Freestone Capital Holdings
Washington
$321K
BB
335
Busey Bank
Illinois
$319K
SMC
336
Smith, Moore & Co
Missouri
$318K -$37.1K -350 -10%
DAS
337
Diversify Advisory Services
Utah
$312K -$25.3K -243 -7%
M&T Bank
338
M&T Bank
New York
$311K +$30.3K +286 +11%
CA
339
Clearstead Advisors
Ohio
$308K +$636 +6 +0.2%
PA
340
Parallel Advisors
California
$306K +$1.27K +12 +0.4%
WorldQuant Millennium Advisors
341
WorldQuant Millennium Advisors
New York
$302K
SMA
342
Sage Mountain Advisors
Georgia
$301K -$23.3K -220 -7%
IWC
343
Integrated Wealth Concepts
Massachusetts
$299K -$11.4K -107 -4%
SI
344
Stephens Inc
Arkansas
$296K
JSW
345
Journey Strategic Wealth
New Jersey
$296K +$743 +7 +0.3%
PAG
346
Private Advisor Group
New Jersey
$289K -$21.4K -202 -7%
RWM
347
Ritholtz Wealth Management
New York
$288K -$1.17K -11 -0.4%
FAM
348
Formidable Asset Management
Ohio
$286K -$106K -1,000 -27%
ES
349
ETF Store
Kansas
$283K
KWM
350
Kingsview Wealth Management
Oregon
$282K -$28K -264 -9%