482 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-37
Holders Change %
-7.13%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
167
Reduced
191
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
351
HB Wealth Management
Georgia
$254K -$133K -1,285 -34%
IWA
352
Icon Wealth Advisors
Texas
$253K
EFS
353
Essex Financial Services
Connecticut
$252K +$6.75K +65 +3%
NA
354
NewEdge Advisors
Louisiana
$249K -$28.8K -278 -10%
KDA
355
Kraft Davis & Associates
Missouri
$244K +$244K +2,182 New
ONB
356
Old National Bancorp
Indiana
$243K +$243K +2,341 New
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$243K -$17.5K -169 -7%
UAML
358
US Asset Management LLC
Pennsylvania
$238K -$5.71K -55 -2%
PA
359
Profund Advisors
Maryland
$238K -$13K -125 -5%
Northwestern Mutual Wealth Management
360
Northwestern Mutual Wealth Management
Wisconsin
$236K -$311 -3 -0.1%
CTB
361
Country Trust Bank
Illinois
$234K
ECM
362
Everence Capital Management
Indiana
$231K
PCM
363
Princeton Capital Management
New Jersey
$228K +$228K +2,200 New
BP
364
Ballentine Partners
Massachusetts
$223K +$223K +2,150 New
MAP
365
Moody Aldrich Partners
Massachusetts
$220K -$3.32K -32 -1%
AFG
366
Atomi Financial Group
New York
$219K +$219K +2,109 New
TWM
367
Trueblood Wealth Management
Ohio
$218K -$9.86K -95 -4%
EPIMS
368
Evelyn Partners Investment Management Services
$216K +$197K +1,897 +1,037%
DWM
369
Drive Wealth Management
Utah
$216K +$216K +2,078 New
WCM
370
Winebrenner Capital Management
Kentucky
$212K +$212K +2,040 New
HH
371
Hilltop Holdings
Texas
$212K +$212K +2,039 New
WA
372
Waverly Advisors
Alabama
$211K +$211K +2,029 New
UB
373
UMB Bank
Missouri
$169K +$519 +5 +0.3%
HNB
374
Hilltop National Bank
Wyoming
$156K +$156K +1,506 New
PS
375
Principal Securities
Iowa
$156K -$14.2K -137 -8%