441 hedge funds and large institutions have $8.15B invested in Stifel in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 164 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
45
Increased
155
Reduced
164
Closed
38
Calls
$24.5M
Puts
$5.22M
Net Calls
+$19.2M
Net Calls Change
-$351K
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
351
Hilltop National Bank
Wyoming
$117K
FFA
352
Farther Finance Advisors
California
$113K +$67.3K +717 +148%
S
353
SignatureFD
Georgia
$95.9K +$1.97K +21 +2%
PFBT
354
Parkside Financial Bank & Trust
Missouri
$91.8K -$376K -4,000 -80%
UB
355
UMB Bank
Missouri
$81.7K +$21.9K +233 +37%
AWM
356
Avior Wealth Management
Nebraska
$76K -$657 -7 -0.9%
RIL
357
Rothschild Investment LLC
Illinois
$71.8K
BGAI
358
Bruce G. Allen Investments
Colorado
$71.8K +$2.72K +29 +4%
FHA
359
First Horizon Advisors
Tennessee
$68.6K +$282 +3 +0.4%
Nomura Asset Management
360
Nomura Asset Management
Japan
$68.5K
VWM
361
Venturi Wealth Management
Texas
$67.6K +$4.41K +47 +7%
GRP
362
Global Retirement Partners
California
$63.4K -$35.7K -380 -36%
HNB
363
Huntington National Bank
Ohio
$59.3K -$5.17K -55 -8%
MG
364
Mather Group
Illinois
$57.9K -$21.1K -225 -27%
MA
365
Montag & Associates
Georgia
$54.9K
GI
366
GAMMA Investing
California
$47.2K +$10.2K +109 +28%
HFM
367
Harvest Fund Management
China
$46K -$228K -2,425 -83%
PPC
368
Park Place Capital
Alabama
$44.6K
GM
369
GeoWealth Management
Illinois
$41.6K +$41.6K +443 New
SAM
370
Smartleaf Asset Management
Massachusetts
$39.1K +$11.4K +122 +41%
CFGS
371
Concourse Financial Group Securities
Alabama
$38.6K -$17.5K -186 -31%
LC
372
Lindbrook Capital
California
$36.5K +$282 +3 +0.8%
WPW
373
Waldron Private Wealth
Pennsylvania
$34.1K +$34.1K +363 New
QC
374
Quent Capital
New York
$33.2K
WT
375
Whittier Trust
California
$31.6K