487 hedge funds and large institutions have $9.32B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 193 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 193

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
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
$13M
Puts
$3.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DB
376
Danske Bank
Denmark
$175K
UB
377
UMB Bank
Missouri
$169K
HNB
378
Hilltop National Bank
Wyoming
$156K
PS
379
Principal Securities
Iowa
$156K
DekaBank Deutsche Girozentrale
380
DekaBank Deutsche Girozentrale
Germany
$153K
CWM
381
CarsonAllaria Wealth Management
Illinois
$146K
S
382
SignatureFD
Georgia
$140K
SOW
383
State of Wyoming
Wyoming
$136K
TPCW
384
TD Private Client Wealth
New York
$135K
AAM
385
Advisors Asset Management
Colorado
$127K
PFBT
386
Parkside Financial Bank & Trust
Missouri
$120K
SG Americas Securities
387
SG Americas Securities
New York
$113K
VCM
388
Versant Capital Management
Arizona
$111K
BNP Paribas Asset Management
389
BNP Paribas Asset Management
France
$109K
C
390
Covestor
United Kingdom
$108K
MYIA
391
Mount Yale Investment Advisors
Colorado
$105K
BIG
392
Brooklyn Investment Group
New York
$105K
EWA
393
EverSource Wealth Advisors
Alabama
$101K
RIL
394
Rothschild Investment LLC
Illinois
$81.5K
BGAI
395
Bruce G. Allen Investments
Colorado
$76.7K
Nomura Asset Management
396
Nomura Asset Management
Japan
$75.8K
BAMF
397
BI Asset Management Fondsmaeglerselskab
Denmark
$75K
FHA
398
First Horizon Advisors
Tennessee
$63.9K
MA
399
Montag & Associates
Georgia
$60.7K
Bessemer Group
400
Bessemer Group
New Jersey
$60K