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
Holders
519
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
77
Increased
205
Reduced
148
Closed
53
Calls
$15.1M
Puts
$6.86M
Net Calls
+$8.23M
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Shares
Change %
Mitsubishi UFJ Trust & Banking
351
Mitsubishi UFJ Trust & Banking
Japan
$321K -$55.1K -585 -15%
VF
352
Virtu Financial
New York
$321K +$98.9K +1,048 +45%
CC
353
Centiva Capital
New York
$312K -$229K -2,428 -42%
AAM
354
Advisors Asset Management
Colorado
$312K -$7.45K -79 -2%
SFS
355
Sowell Financial Services
Arkansas
$312K +$312K +3,305 New
HT
356
Headlands Technologies
Illinois
$311K +$302K +3,209 +3,378%
RGC
357
Roberts, Glore & Co
Illinois
$309K
KRW
358
Kaufman Rossin Wealth
Florida
$308K +$308K +3,263 New
UCFA
359
United Capital Financial Advisors
Texas
$307K +$10.3K +109 +3%
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$307K +$6.79K +72 +2%
SOW
361
State of Wyoming
Wyoming
$304K +$140K +1,485 +85%
ECM
362
Evergreen Capital Management
Washington
$304K +$96.9K +1,028 +47%
FFM
363
Forum Financial Management
Illinois
$303K
VWA
364
Visionary Wealth Advisors
Illinois
$300K
MC
365
Machina Capital
France
$299K +$102K +1,084 +52%
PA
366
Parallel Advisors
California
$299K +$26.8K +284 +10%
RWM
367
Ritholtz Wealth Management
New York
$294K +$38.3K +406 +15%
MAM
368
Martingale Asset Management
Massachusetts
$292K +$292K +3,098 New
IB
369
Intrust Bank
Kansas
$288K -$21.1K -224 -7%
HWA
370
HCR Wealth Advisors
California
$286K
BB
371
Busey Bank
Illinois
$283K
FCH
372
Freestone Capital Holdings
Washington
$283K -$2.36K -25 -0.8%
QT
373
Quantbot Technologies
New York
$278K +$278K +2,953 New
HAG
374
HighPoint Advisor Group
Illinois
$276K +$14.8K +172 +6%
JSW
375
Journey Strategic Wealth
New Jersey
$274K +$11K +117 +4%