484 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 167 increasing their positions, 192 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: 519484 (-35)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 192

35% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 84

Holders
484
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
FAM
351
Formidable Asset Management
Ohio
$255K
HWM
352
HB Wealth Management
Georgia
$254K
IWA
353
Icon Wealth Advisors
Texas
$253K
EFS
354
Essex Financial Services
Connecticut
$252K
NA
355
NewEdge Advisors
Louisiana
$249K
KDA
356
Kraft Davis & Associates
Missouri
$244K
ONB
357
Old National Bancorp
Indiana
$243K
CIBC Private Wealth Group
358
CIBC Private Wealth Group
Georgia
$243K
UAML
359
US Asset Management LLC
Pennsylvania
$238K
PA
360
Profund Advisors
Maryland
$238K
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$236K
CTB
362
Country Trust Bank
Illinois
$234K
ECM
363
Everence Capital Management
Indiana
$231K
PCM
364
Princeton Capital Management
New Jersey
$228K
BP
365
Ballentine Partners
Massachusetts
$223K
MAP
366
Moody Aldrich Partners
Massachusetts
$220K
AFG
367
Atomi Financial Group
New York
$219K
TWM
368
Trueblood Wealth Management
Ohio
$218K
EPIMS
369
Evelyn Partners Investment Management Services
$216K
DWM
370
Drive Wealth Management
Utah
$216K
WCM
371
Winebrenner Capital Management
Kentucky
$212K
HH
372
Hilltop Holdings
Texas
$212K
WA
373
Waverly Advisors
Alabama
$211K
UB
374
UMB Bank
Missouri
$169K
HNB
375
Hilltop National Bank
Wyoming
$156K