507 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+66
Holders Change %
+14.97%
% of All Funds
6.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
161
Reduced
172
Closed
21
Calls
$26.4M
Puts
$10.5M
Net Calls
+$15.9M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Shares
Change %
GPWM
351
Grant Private Wealth Management
California
$281K +$281K +2,650 New
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
$280K -$742 -7 -0.3%
GM
353
GeoWealth Management
Illinois
$280K +$233K +2,193 +495%
IA
354
IFP Advisors
Florida
$280K +$5.35K +50 +2%
CWM
355
Congress Wealth Management
Massachusetts
$278K +$278K +2,620 New
Wolverine Trading
356
Wolverine Trading
Illinois
$278K +$278K +2,616 New
SC
357
Sapient Capital
Indiana
$275K -$20.7K -195 -7%
GT
358
Greenleaf Trust
Michigan
$275K +$5.09K +48 +2%
HFM
359
Harvest Fund Management
China
$271K +$219K +2,069 +422%
SF
360
Synovus Financial
Georgia
$271K
NA
361
NewEdge Advisors
Louisiana
$268K +$17K +160 +7%
MYAM
362
Meiji Yasuda Asset Management
Japan
$265K -$2.55K -24 -1%
PA
363
Profund Advisors
Maryland
$263K -$12.6K -119 -5%
IWA
364
Icon Wealth Advisors
Texas
$261K +$10.6K +100 +4%
FCI
365
Financial Counselors Inc
Kansas
$258K
VA
366
Vident Advisory
Georgia
$251K -$29.2K -275 -10%
VF
367
Virtu Financial
New York
$250K +$250K +2,355 New
Allianz Asset Management
368
Allianz Asset Management
Germany
$250K -$603K -5,683 -71%
UAML
369
US Asset Management LLC
Pennsylvania
$249K +$249K +2,349 New
Rafferty Asset Management
370
Rafferty Asset Management
New York
$248K -$2.76K -26 -1%
SC
371
Savant Capital
Illinois
$248K +$212 +2 +0.1%
DC
372
Diametric Capital
Massachusetts
$247K +$247K +2,326 New
William Blair & Company
373
William Blair & Company
Illinois
$246K +$106 +1 +0%
HWM
374
HB Wealth Management
Georgia
$245K +$245K +2,314 New
KPWS
375
Kestra Private Wealth Services
Texas
$243K -$1.27K -12 -0.5%