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Stifel

629 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 261 increasing their positions, 244 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $2.35M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

7% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 244

0% more funds holding

Funds holding: 627629 (+2)

0.2% more ownership

Funds ownership: 132.46%132.66% (+0.2%)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$998M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
629
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
7.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
78
Increased
261
Reduced
244
Closed
66
Calls
$12.9M
Puts
$2.35M
Net Calls
+$10.5M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
376
Fifth Third Wealth Advisors
Ohio
$436K +$45.6K +574 +11%
WA
377
Waddell & Associates
Tennessee
$435K +$130K +1,642 +39%
CIA
378
Caerus Investment Advisors
Texas
$425K -$179K -2,256 -28%
MCM
379
MAI Capital Management
Ohio
$425K +$358K +4,509 +364%
SC
380
Syon Capital
California
$424K -$223K -2,811 -33%
CCMG
381
Clark Capital Management Group
Pennsylvania
$423K -$4.45K -56 -1%
EW
382
Evoke Wealth
California
$417K +$194K +2,437 +76%
EWA
383
EverSource Wealth Advisors
Alabama
$415K +$165K +2,082 +59%
AIM
384
Aigen Investment Management
New York
$412K +$442K +5,570 New
DTL
385
Dynamic Technology Lab
Singapore
$411K +$442K +5,562 New
NEI
386
Northwest & Ethical Investments
Ontario, Canada
$409K -$510K -6,418 -53%
PPW
387
Parcion Private Wealth
Washington
$404K +$93.8K +1,181 +28%
Nisa Investment Advisors
388
Nisa Investment Advisors
Missouri
$400K +$14.6K +184 +4%
LFG
389
Larson Financial Group
Missouri
$396K +$1.59K +20 +0.4%
PFBT
390
Parkside Financial Bank & Trust
Missouri
$391K -$635 -8 -0.2%
AFC
391
Avise Financial Cooperative
California
$390K +$64.6K +813 +18%
Aviva
392
Aviva
United Kingdom
$389K -$143K -1,806 -26%
CFG
393
Citizens Financial Group
Rhode Island
$383K +$412K +5,187 New
FFIC
394
First Fiduciary Investment Counsel
Ohio
$383K
BIG
395
Brooklyn Investment Group
New York
$379K +$106K +1,330 +35%
IB
396
Intrust Bank
Kansas
$376K +$19.5K +246 +5%
RWM
397
Ritholtz Wealth Management
New York
$376K +$20.6K +260 +5%
VA
398
Vident Advisory
Georgia
$375K +$89.9K +1,132 +29%
SFS
399
Sowell Financial Services
Arkansas
$375K +$11K +138 +3%
EFS
400
Essex Financial Services
Connecticut
$372K +$29.5K +371 +8%