519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
351
Mitsubishi UFJ Trust & Banking
Japan
$321K
VF
352
Virtu Financial
New York
$321K
CC
353
Centiva Capital
New York
$312K
AAM
354
Advisors Asset Management
Colorado
$312K
SFS
355
Sowell Financial Services
Arkansas
$312K
HT
356
Headlands Technologies
Illinois
$311K
RGC
357
Roberts, Glore & Co
Illinois
$309K
KRW
358
Kaufman Rossin Wealth
Florida
$308K
UCFA
359
United Capital Financial Advisors
Texas
$307K
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$307K
SOW
361
State of Wyoming
Wyoming
$304K
ECM
362
Evergreen Capital Management
Washington
$304K
FFM
363
Forum Financial Management
Illinois
$303K
VWA
364
Visionary Wealth Advisors
Illinois
$300K
MC
365
Machina Capital
France
$299K
PA
366
Parallel Advisors
California
$299K
RWM
367
Ritholtz Wealth Management
New York
$294K
MAM
368
Martingale Asset Management
Massachusetts
$292K
IB
369
Intrust Bank
Kansas
$288K
HWA
370
HCR Wealth Advisors
California
$286K
BB
371
Busey Bank
Illinois
$283K
FCH
372
Freestone Capital Holdings
Washington
$283K
QT
373
Quantbot Technologies
New York
$278K
HAG
374
HighPoint Advisor Group
Illinois
$276K
JSW
375
Journey Strategic Wealth
New Jersey
$274K