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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
CI Investments Inc
351
CI Investments Inc
Ontario, Canada
$533K +$318 +4 +0.1%
VWM
352
Venturi Wealth Management
Texas
$524K -$83.3K -1,049 -13%
MSRPS
353
Maryland State Retirement & Pension System
Maryland
$514K -$79 -1 -0%
AF
354
Allworth Financial
California
$512K +$249K +3,131 +82%
Capstone Investment Advisors
355
Capstone Investment Advisors
New York
$497K +$161K +2,028 +43%
TPI
356
Trust Point Inc
Wisconsin
$490K -$49K -617 -9%
MAS
357
Meeder Advisory Services
Ohio
$486K -$20.1K -253 -4%
SWP
358
Stratos Wealth Partners
Ohio
$484K +$79 +1 +0%
OQS
359
Occudo Quantitative Strategies
Florida
$481K +$485K +6,105 New
FGP
360
Freestone Grove Partners
California
$479K -$37.5M -472,428 -99%
WCM
361
Whitener Capital Management
North Carolina
$478K -$8.02K -101 -2%
I
362
InceptionR
California
$473K -$1.09M -13,734 -68%
BAM
363
Blueshift Asset Management
New Jersey
$469K +$504K +6,347 New
OIA
364
OneDigital Investment Advisors
Kansas
$469K -$139K -1,753 -22%
DA
365
Detalus Advisors
Missouri
$466K
ONB
366
Old National Bancorp
Indiana
$462K +$58.4K +736 +13%
COI
367
Connable Office Inc
Michigan
$462K -$83.7K -1,054 -14%
IMC Chicago
368
IMC Chicago
Illinois
$454K +$488K +6,147 New
PWM
369
Perigon Wealth Management
California
$454K -$102K -1,279 -17%
ProShare Advisors
370
ProShare Advisors
Maryland
$452K -$635 -8 -0.1%
SL
371
Sentinus LLC
Illinois
$448K +$269K +3,392 +127%
Cambridge Investment Research Advisors
372
Cambridge Investment Research Advisors
Iowa
$446K -$21.7K -273 -4%
ECM
373
Evergreen Capital Management
Washington
$445K -$44.5K -560 -9%
KeyBank National Association
374
KeyBank National Association
Ohio
$442K -$6.27K -79 -1%
JSW
375
Journey Strategic Wealth
New Jersey
$437K +$76.2K +960 +19%