SF

Stifel

625 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 260 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
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
$12.9M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
351
Maryland State Retirement & Pension System
Maryland
$514K
AF
352
Allworth Financial
California
$512K
Capstone Investment Advisors
353
Capstone Investment Advisors
New York
$497K
TPI
354
Trust Point Inc
Wisconsin
$490K
MAS
355
Meeder Advisory Services
Ohio
$486K
SWP
356
Stratos Wealth Partners
Ohio
$484K
OQS
357
Occudo Quantitative Strategies
Florida
$481K
FGP
358
Freestone Grove Partners
California
$479K
WCM
359
Whitener Capital Management
North Carolina
$478K
I
360
InceptionR
California
$473K
BAM
361
Blueshift Asset Management
New Jersey
$469K
OIA
362
OneDigital Investment Advisors
Kansas
$469K
DA
363
Detalus Advisors
Missouri
$466K
ONB
364
Old National Bancorp
Indiana
$462K
COI
365
Connable Office Inc
Michigan
$462K
IMC Chicago
366
IMC Chicago
Illinois
$454K
PWM
367
Perigon Wealth Management
California
$454K
ProShare Advisors
368
ProShare Advisors
Maryland
$452K
SL
369
Sentinus LLC
Illinois
$448K
Cambridge Investment Research Advisors
370
Cambridge Investment Research Advisors
Iowa
$446K
ECM
371
Evergreen Capital Management
Washington
$445K
KeyBank National Association
372
KeyBank National Association
Ohio
$442K
JSW
373
Journey Strategic Wealth
New Jersey
$437K
FTWA
374
Fifth Third Wealth Advisors
Ohio
$436K
WA
375
Waddell & Associates
Tennessee
$435K