507 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+66
Holders Change %
+14.97%
% of All Funds
6.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
161
Reduced
172
Closed
21
Calls
$26.4M
Puts
$10.5M
Net Calls
+$15.9M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
376
Essex Financial Services
Connecticut
$243K +$1.91K +18 +0.8%
CTB
377
Country Trust Bank
Illinois
$239K
ECM
378
Everence Capital Management
Indiana
$237K +$237K +2,230 New
FIA
379
Foundations Investment Advisors
Arizona
$237K -$14.7K -139 -6%
KDA
380
Kraft Davis & Associates
Missouri
$235K -$1.4K -13 -0.6%
ECM
381
Evergreen Capital Management
Washington
$233K +$233K +2,199 New
TWM
382
Trueblood Wealth Management
Ohio
$233K -$42.4K -400 -15%
DWM
383
Drive Wealth Management
Utah
$227K +$227K +2,143 New
MC
384
Machina Capital
France
$222K +$222K +2,092 New
MGP
385
Metis Global Partners
California
$220K -$28.1K -265 -11%
QCG
386
Quadrant Capital Group
Ohio
$219K +$14.6K +138 +7%
WCM
387
Winebrenner Capital Management
Kentucky
$216K +$216K +2,040 New
SRC
388
Sage Rhino Capital
California
$210K +$210K +1,980 New
MFG
389
Merit Financial Group
Georgia
$205K +$205K +1,936 New
ONB
390
Old National Bancorp
Indiana
$204K +$204K +1,925 New
DZ Bank
391
DZ Bank
Germany
$203K -$372K -3,509 -65%
TPCW
392
TD Private Client Wealth
New York
$200K -$87.6K -826 -31%
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
$193K -$40.8K -376 -17%
SOW
394
State of Wyoming
Wyoming
$185K -$2.86K -27 -2%
PS
395
Principal Securities
Iowa
$174K +$15.9K +150 +10%
PHK
396
Point72 Hong Kong
Hong Kong
$168K +$168K +1,583 New
DekaBank Deutsche Girozentrale
397
DekaBank Deutsche Girozentrale
Germany
$156K
CWM
398
CarsonAllaria Wealth Management
Illinois
$148K +$531 +5 +0.4%
RS
399
R Squared
Hong Kong
$126K +$126K +1,190 New
HNB
400
Hilltop National Bank
Wyoming
$122K -$10.6K -100 -8%