519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$426K
GI
327
GAMMA Investing
California
$425K
Tudor Investment Corp
328
Tudor Investment Corp
Connecticut
$422K
PAM
329
Panagora Asset Management
Massachusetts
$419K
LFG
330
Larson Financial Group
Missouri
$417K
ProShare Advisors
331
ProShare Advisors
Maryland
$410K
TC
332
TownSquare Capital
Utah
$409K
SWP
333
Stratos Wealth Partners
Ohio
$408K
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$391K
JFGIW
335
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$390K
GLA
336
Great Lakes Advisors
Illinois
$384K
Nisa Investment Advisors
337
Nisa Investment Advisors
Missouri
$375K
RCAG
338
Rehmann Capital Advisory Group
Michigan
$367K
CP
339
Covenant Partners
Tennessee
$365K
LCWP
340
Legacy Capital Wealth Partners
Arkansas
$364K
Cambridge Investment Research Advisors
341
Cambridge Investment Research Advisors
Iowa
$361K
HWM
342
HB Wealth Management
Georgia
$351K
SCM
343
Shelton Capital Management
Colorado
$346K
TCM
344
Teza Capital Management
Illinois
$337K
CA
345
Clearstead Advisors
Ohio
$336K
PWM
346
Perigon Wealth Management
California
$333K
FTWA
347
Fifth Third Wealth Advisors
Ohio
$333K
TI
348
Tidal Investments
Wisconsin
$331K
BTI
349
Blue Trust Inc
Georgia
$327K
FFIC
350
First Fiduciary Investment Counsel
Ohio
$325K