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
Holders
519
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
77
Increased
205
Reduced
148
Closed
53
Calls
$15.1M
Puts
$6.86M
Net Calls
+$8.23M
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
376
Integrated Wealth Concepts
Massachusetts
$272K +$5.75K +61 +2%
VA
377
Vident Advisory
Georgia
$268K +$45.2K +479 +20%
SMC
378
Smith, Moore & Co
Missouri
$266K -$16.6K -176 -6%
M&T Bank
379
M&T Bank
New York
$264K -$11.8K -125 -4%
SI
380
Stephens Inc
Arkansas
$263K
SMA
381
Sage Mountain Advisors
Georgia
$263K -$5K -53 -2%
GT
382
Greenleaf Trust
Michigan
$260K +$15.6K +166 +6%
FCFC
383
First Commonwealth Financial Corp
Pennsylvania
$259K +$259K +2,747 New
FAM
384
Formidable Asset Management
Ohio
$255K
IA
385
IFP Advisors
Florida
$253K +$5.04K +53 +2%
NA
386
NewEdge Advisors
Louisiana
$252K +$13.9K +147 +6%
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 -$39.8K -422 -14%
WSFS
391
Wilmington Savings Fund Society
Delaware
$249K +$249K +2,641 New
PAS
392
Point72 Asia (Singapore)
Singapore
$246K +$192K +2,034 +353%
KAS
393
Kestra Advisory Services
Texas
$237K -$57K -605 -19%
KPWS
394
Kestra Private Wealth Services
Texas
$236K +$20.3K +215 +9%
SCP
395
Sivia Capital Partners
California
$235K +$235K +2,497 New
IWA
396
Icon Wealth Advisors
Texas
$230K -$1.89K -20 -0.8%
MYAM
397
Meiji Yasuda Asset Management
Japan
$229K -$6.5K -69 -3%
PA
398
Profund Advisors
Maryland
$228K -$6.22K -66 -3%
Connor, Clark & Lunn Investment Management (CC&L)
399
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$224K +$224K +2,379 New
TPCW
400
TD Private Client Wealth
New York
$224K +$46.4K +492 +26%