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
Holders
519
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
77
Increased
205
Reduced
148
Closed
53
Calls
$15.1M
Puts
$6.86M
Net Calls
+$8.23M
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$426K +$5.66K +60 +1%
GI
327
GAMMA Investing
California
$425K +$340K +3,609 +401%
Tudor Investment Corp
328
Tudor Investment Corp
Connecticut
$422K +$117K +1,236 +38%
PAM
329
Panagora Asset Management
Massachusetts
$419K
LFG
330
Larson Financial Group
Missouri
$417K +$1.51K +16 +0.4%
ProShare Advisors
331
ProShare Advisors
Maryland
$410K -$41K -435 -9%
TC
332
TownSquare Capital
Utah
$409K +$63.7K +676 +18%
SWP
333
Stratos Wealth Partners
Ohio
$408K +$12K +127 +3%
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$391K +$34.4K +365 +10%
JFGIW
335
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$390K +$384K +4,075 +6,269%
GLA
336
Great Lakes Advisors
Illinois
$384K -$12.9K -137 -3%
Nisa Investment Advisors
337
Nisa Investment Advisors
Missouri
$375K
RCAG
338
Rehmann Capital Advisory Group
Michigan
$367K +$30.9K +328 +9%
CP
339
Covenant Partners
Tennessee
$365K
LCWP
340
Legacy Capital Wealth Partners
Arkansas
$364K -$7.17K -76 -2%
Cambridge Investment Research Advisors
341
Cambridge Investment Research Advisors
Iowa
$361K +$361K +3,826 New
HWM
342
HB Wealth Management
Georgia
$351K +$133K +1,414 +61%
SCM
343
Shelton Capital Management
Colorado
$346K -$18.3K -194 -5%
TCM
344
Teza Capital Management
Illinois
$337K +$337K +3,573 New
CA
345
Clearstead Advisors
Ohio
$336K +$62.4K +662 +23%
PWM
346
Perigon Wealth Management
California
$333K +$471 +5 +0.1%
FTWA
347
Fifth Third Wealth Advisors
Ohio
$333K +$1.04K +11 +0.3%
TI
348
Tidal Investments
Wisconsin
$331K -$110K -1,168 -25%
BTI
349
Blue Trust Inc
Georgia
$327K -$471 -5 -0.1%
FFIC
350
First Fiduciary Investment Counsel
Ohio
$325K