547 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 162 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
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
$15.4M
Puts
$408K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
351
CI Investments Inc
Ontario, Canada
$420K
SCM
352
Shelton Capital Management
Colorado
$417K
AC
353
AXQ Capital
New Jersey
$414K
CCMG
354
Clark Capital Management Group
Pennsylvania
$413K
FTWA
355
Fifth Third Wealth Advisors
Ohio
$406K
PFBT
356
Parkside Financial Bank & Trust
Missouri
$398K
Nisa Investment Advisors
357
Nisa Investment Advisors
Missouri
$395K
FB
358
Fulton Bank
Pennsylvania
$393K
FFIC
359
First Fiduciary Investment Counsel
Ohio
$391K
SFS
360
Sowell Financial Services
Arkansas
$386K
ECM
361
Evergreen Capital Management
Washington
$384K
FFM
362
Forum Financial Management
Illinois
$384K
DP
363
Dundas Partners
United Kingdom
$381K
RGC
364
Roberts, Glore & Co
Illinois
$372K
LCWP
365
Legacy Capital Wealth Partners
Arkansas
$370K
CIBC Asset Management
366
CIBC Asset Management
Ontario, Canada
$369K
IIC
367
Integrated Investment Consultants
Michigan
$362K
HAG
368
HighPoint Advisor Group
Illinois
$359K
BWCS
369
Beirne Wealth Consulting Services
Connecticut
$350K
MFWP
370
Mosaic Family Wealth Partners
Missouri
$350K
IB
371
Intrust Bank
Kansas
$347K
VA
372
Vident Advisory
Georgia
$345K
BB
373
Busey Bank
Illinois
$341K
HWA
374
HCR Wealth Advisors
California
$341K
FCH
375
Freestone Capital Holdings
Washington
$341K