We are live on ! Find out more
SF

Stifel

487 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.34M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $8.43B → $9.31B (+$881M)

1.64% more ownership

Funds ownership: 129.37%131.01% (+1.6%)

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 192

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
-34
Holders Change %
-6.53%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
168
Reduced
192
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
351
Meiji Yasuda Asset Management
Japan
$256K +$3.19K +52 +1%
RWM
352
Ritholtz Wealth Management
New York
$255K -$61K -993 -21%
FAM
353
Formidable Asset Management
Ohio
$255K
HWM
354
HB Wealth Management
Georgia
$254K -$118K -1,927 -34%
IWA
355
Icon Wealth Advisors
Texas
$253K
EFS
356
Essex Financial Services
Connecticut
$252K +$6.02K +98 +3%
NA
357
NewEdge Advisors
Louisiana
$249K -$25.6K -417 -10%
KDA
358
Kraft Davis & Associates
Missouri
$244K +$201K +3,273 New
ONB
359
Old National Bancorp
Indiana
$243K +$216K +3,512 New
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$243K -$15.6K -254 -7%
UAML
361
US Asset Management LLC
Pennsylvania
$238K -$5.1K -83 -2%
PA
362
Profund Advisors
Maryland
$238K -$11.5K -188 -5%
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$236K -$307 -5 -0.1%
CTB
364
Country Trust Bank
Illinois
$234K
ECM
365
Everence Capital Management
Indiana
$231K
PCM
366
Princeton Capital Management
New Jersey
$228K +$203K +3,300 New
BP
367
Ballentine Partners
Massachusetts
$223K +$198K +3,225 New
MAP
368
Moody Aldrich Partners
Massachusetts
$220K -$2.95K -48 -1%
AFG
369
Atomi Financial Group
New York
$219K +$194K +3,164 New
TWM
370
Trueblood Wealth Management
Ohio
$218K -$8.78K -143 -4%
EPIMS
371
Evelyn Partners Investment Management Services
$216K
DWM
372
Drive Wealth Management
Utah
$216K +$191K +3,117 New
WCM
373
Winebrenner Capital Management
Kentucky
$212K +$188K +3,060 New
HH
374
Hilltop Holdings
Texas
$212K +$188K +3,059 New
WA
375
Waverly Advisors
Alabama
$211K +$187K +3,044 New

SF Hedge Fund Activity: Q2 2025 in Review

487 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2025, worth a combined $9.31B — up 10% from $8.43B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SF and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 168 added.

The largest buyer was Boston Partners, adding an estimated $207M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $57.3M.

  • 487 institutional investors held Stifel (SF) as of Q2 2025, down from 521 in Q1 2025.
  • Funds reported $9.31B of Stifel stock for Q2 2025, up 10% quarter-over-quarter.
  • 56 funds opened new Stifel positions in Q2 2025 and 84 closed out, a net change of -28 holders.
  • The largest Stifel buyer in Q2 2025 was Boston Partners, an estimated $207M added.
  • The largest Stifel seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2025.