487 hedge funds and large institutions have $9.32B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 193 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 193

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13M
Puts
$3.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
351
Meiji Yasuda Asset Management
Japan
$256K
RWM
352
Ritholtz Wealth Management
New York
$255K
FAM
353
Formidable Asset Management
Ohio
$255K
HWM
354
HB Wealth Management
Georgia
$254K
IWA
355
Icon Wealth Advisors
Texas
$253K
EFS
356
Essex Financial Services
Connecticut
$252K
NA
357
NewEdge Advisors
Louisiana
$249K
KDA
358
Kraft Davis & Associates
Missouri
$244K
ONB
359
Old National Bancorp
Indiana
$243K
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$243K
UAML
361
US Asset Management LLC
Pennsylvania
$238K
PA
362
Profund Advisors
Maryland
$238K
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$236K
CTB
364
Country Trust Bank
Illinois
$234K
ECM
365
Everence Capital Management
Indiana
$231K
PCM
366
Princeton Capital Management
New Jersey
$228K
BP
367
Ballentine Partners
Massachusetts
$223K
MAP
368
Moody Aldrich Partners
Massachusetts
$220K
AFG
369
Atomi Financial Group
New York
$219K
TWM
370
Trueblood Wealth Management
Ohio
$218K
EPIMS
371
Evelyn Partners Investment Management Services
$216K
DWM
372
Drive Wealth Management
Utah
$216K
WCM
373
Winebrenner Capital Management
Kentucky
$212K
HH
374
Hilltop Holdings
Texas
$212K
WA
375
Waverly Advisors
Alabama
$211K