541 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.4M
Puts
$408K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
351
Clark Capital Management Group
Pennsylvania
$413K
FTWA
352
Fifth Third Wealth Advisors
Ohio
$406K
PFBT
353
Parkside Financial Bank & Trust
Missouri
$398K
Nisa Investment Advisors
354
Nisa Investment Advisors
Missouri
$395K
FB
355
Fulton Bank
Pennsylvania
$393K
FFIC
356
First Fiduciary Investment Counsel
Ohio
$391K
SFS
357
Sowell Financial Services
Arkansas
$386K
ECM
358
Evergreen Capital Management
Washington
$384K
FFM
359
Forum Financial Management
Illinois
$384K
DP
360
Dundas Partners
United Kingdom
$381K
RGC
361
Roberts, Glore & Co
Illinois
$372K
LCWP
362
Legacy Capital Wealth Partners
Arkansas
$370K
CIBC Asset Management
363
CIBC Asset Management
Ontario, Canada
$369K
IIC
364
Integrated Investment Consultants
Michigan
$362K
HAG
365
HighPoint Advisor Group
Illinois
$359K
BWCS
366
Beirne Wealth Consulting Services
Connecticut
$350K
MFWP
367
Mosaic Family Wealth Partners
Missouri
$350K
IB
368
Intrust Bank
Kansas
$347K
VA
369
Vident Advisory
Georgia
$345K
BB
370
Busey Bank
Illinois
$341K
HWA
371
HCR Wealth Advisors
California
$341K
FCH
372
Freestone Capital Holdings
Washington
$341K
PA
373
Parallel Advisors
California
$339K
JSW
374
Journey Strategic Wealth
New Jersey
$335K
HWM
375
HB Wealth Management
Georgia
$330K