519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
376
Integrated Wealth Concepts
Massachusetts
$272K
VA
377
Vident Advisory
Georgia
$268K
SMC
378
Smith, Moore & Co
Missouri
$266K
M&T Bank
379
M&T Bank
New York
$264K
SI
380
Stephens Inc
Arkansas
$263K
SMA
381
Sage Mountain Advisors
Georgia
$263K
GT
382
Greenleaf Trust
Michigan
$260K
FCFC
383
First Commonwealth Financial Corp
Pennsylvania
$259K
FAM
384
Formidable Asset Management
Ohio
$255K
IA
385
IFP Advisors
Florida
$253K
NA
386
NewEdge Advisors
Louisiana
$252K
ES
387
ETF Store
Kansas
$252K
GPWM
388
Grant Private Wealth Management
California
$250K
PGFC
389
Peapack-Gladstone Financial Corp
New Jersey
$249K
CG
390
Caprock Group
Idaho
$249K
WSFS
391
Wilmington Savings Fund Society
Delaware
$249K
PAS
392
Point72 Asia (Singapore)
Singapore
$246K
KAS
393
Kestra Advisory Services
Texas
$237K
KPWS
394
Kestra Private Wealth Services
Texas
$236K
SCP
395
Sivia Capital Partners
California
$235K
IWA
396
Icon Wealth Advisors
Texas
$230K
MYAM
397
Meiji Yasuda Asset Management
Japan
$229K
PA
398
Profund Advisors
Maryland
$228K
Connor, Clark & Lunn Investment Management (CC&L)
399
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$224K
TPCW
400
TD Private Client Wealth
New York
$224K