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Stifel

629 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 261 increasing their positions, 244 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $2.35M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

7% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 244

0% more funds holding

Funds holding: 627629 (+2)

0.2% more ownership

Funds ownership: 132.46%132.66% (+0.2%)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$998M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
629
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
7.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
78
Increased
261
Reduced
244
Closed
66
Calls
$12.9M
Puts
$2.35M
Net Calls
+$10.5M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
HP
326
Haven Private
Florida
$667K
CAU
327
Caxton Associates (UK)
$666K -$92.2K -1,161 -11%
EI
328
Ethic Inc
New York
$664K -$109K -1,377 -13%
William Blair & Company
329
William Blair & Company
Illinois
$659K +$132K +1,667 +23%
JMA
330
J.M. Arbour
Maine
$649K -$56.6K -713 -8%
NAM
331
NorthCrest Asset Manangement
Minnesota
$644K +$38.7K +487 +6%
BRWA
332
B. Riley Wealth Advisors
Florida
$642K -$33.9K -427 -5%
TRCT
333
Tower Research Capital (TRC)
New York
$640K +$74.8K +942 +12%
WA
334
Waverly Advisors
Alabama
$636K +$187K +2,356 +38%
FNA
335
First National Advisers
Nebraska
$624K -$15.7K -198 -2%
Baird Financial Group
336
Baird Financial Group
Wisconsin
$607K +$23.4K +295 +4%
FT
337
Fiduciary Trust
Massachusetts
$606K -$476 -6 -0.1%
GIA
338
Gateway Investment Advisers
Ohio
$604K +$413K +5,200 +175%
PAG
339
Private Advisor Group
New Jersey
$602K -$309K -3,897 -32%
VC
340
VarCov Co
Connecticut
$602K +$646K +8,139 New
SIM
341
Studio Investment Management
Illinois
$590K -$3.33K -42 -0.5%
URS
342
Utah Retirement Systems
Utah
$588K
RCAG
343
Rehmann Capital Advisory Group
Michigan
$587K +$10.7K +135 +2%
MC
344
Machina Capital
France
$576K +$175K +2,199 +39%
RCM
345
Radnor Capital Management
Pennsylvania
$562K -$30.9K -389 -5%
N
346
Numerai
California
$546K -$140K -1,767 -19%
NC
347
nVerses Capital
Florida
$544K +$584K +7,354 New
YMRC
348
Yorktown Management & Research Company
Virginia
$543K
DnB Asset Management
349
DnB Asset Management
Norway
$543K +$583K +7,341 New
CFO
350
Callan Family Office
Pennsylvania
$542K +$27.5K +346 +5%