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SF

Stifel

487 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.34M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $8.43B → $9.31B (+$881M)

1.64% more ownership

Funds ownership: 129.37%131.01% (+1.6%)

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 192

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
-34
Holders Change %
-6.53%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
168
Reduced
192
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BB
326
Busey Bank
Illinois
$312K
FCH
327
Freestone Capital Holdings
Washington
$312K +$307 +5 +0.1%
MC
328
Machina Capital
France
$307K -$19.9K -324 -7%
PA
329
Parallel Advisors
California
$303K -$23.3K -379 -8%
JSW
330
Journey Strategic Wealth
New Jersey
$300K -$1.6K -26 -0.6%
BTI
331
Blue Trust Inc
Georgia
$298K -$54.3K -885 -17%
SC
332
Syon Capital
California
$298K +$265K +4,311 New
KPWS
333
Kestra Private Wealth Services
Texas
$293K +$29.6K +482 +13%
KBC Group
334
KBC Group
Belgium
$293K -$178K -2,898 -41%
IWC
335
Integrated Wealth Concepts
Massachusetts
$291K -$6.88K -112 -3%
M&T Bank
336
M&T Bank
New York
$291K -$246 -4 -0.1%
SI
337
Stephens Inc
Arkansas
$290K
IAN
338
Integrated Advisors Network
Texas
$288K +$42.2K +687 +20%
CA
339
Clearstead Advisors
Ohio
$287K -$73.6K -1,199 -22%
FCFC
340
First Commonwealth Financial Corp
Pennsylvania
$285K
SMC
341
Smith, Moore & Co
Missouri
$281K -$10.3K -168 -4%
ES
342
ETF Store
Kansas
$277K
SLAM
343
Swiss Life Asset Management
$277K +$246K +4,007 New
GT
344
Greenleaf Trust
Michigan
$276K -$9.03K -147 -4%
MT
345
Midwest Trust
Kansas
$274K +$244K +3,968 New
SMA
346
Sage Mountain Advisors
Georgia
$265K -$21.7K -354 -8%
SPA
347
Sherbrooke Park Advisers
New York
$264K -$826K -13,449 -78%
FPAS
348
Focus Partners Advisor Solutions
Missouri
$262K -$428K -6,969 -65%
KAS
349
Kestra Advisory Services
Texas
$259K -$2.15K -35 -0.9%
Voloridge Investment Management
350
Voloridge Investment Management
Florida
$258K -$6.73M -109,567 -97%

SF Hedge Fund Activity: Q2 2025 in Review

487 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2025, worth a combined $9.31B — up 10% from $8.43B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SF and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 168 added.

The largest buyer was Boston Partners, adding an estimated $207M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $57.3M.

  • 487 institutional investors held Stifel (SF) as of Q2 2025, down from 521 in Q1 2025.
  • Funds reported $9.31B of Stifel stock for Q2 2025, up 10% quarter-over-quarter.
  • 56 funds opened new Stifel positions in Q2 2025 and 84 closed out, a net change of -28 holders.
  • The largest Stifel buyer in Q2 2025 was Boston Partners, an estimated $207M added.
  • The largest Stifel seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2025.