541 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
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
BTI
376
Blue Trust Inc
Georgia
$328K
PCM
377
Prelude Capital Management
New York
$319K
SI
378
Stephens Inc
Arkansas
$317K
KPWS
379
Kestra Private Wealth Services
Texas
$314K
IAN
380
Integrated Advisors Network
Texas
$312K
BJL
381
Brighton Jones LLC
Washington
$311K
ACM
382
Aster Capital Management
United Arab Emirates
$310K
SMC
383
Smith, Moore & Co
Missouri
$307K
AWA
384
Aaron Wealth Advisors
Illinois
$307K
SMA
385
Sage Mountain Advisors
Georgia
$306K
ES
386
ETF Store
Kansas
$303K
MT
387
Midwest Trust
Kansas
$300K
PGFC
388
Peapack-Gladstone Financial Corp
New Jersey
$300K
MYIA
389
Mount Yale Investment Advisors
Colorado
$299K
GT
390
Greenleaf Trust
Michigan
$294K
IWC
391
Integrated Wealth Concepts
Massachusetts
$294K
FCFC
392
First Commonwealth Financial Corp
Pennsylvania
$291K
EFS
393
Essex Financial Services
Connecticut
$287K
RWM
394
Ritholtz Wealth Management
New York
$284K
OR
395
Olympiad Research
Connecticut
$283K
KAS
396
Kestra Advisory Services
Texas
$283K
FAM
397
Formidable Asset Management
Ohio
$280K
AFG
398
Atomi Financial Group
New York
$278K
IWA
399
Icon Wealth Advisors
Texas
$277K
WA
400
Waverly Advisors
Alabama
$272K