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SF

Stifel

487 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.34M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $8.43B → $9.31B (+$881M)

1.64% more ownership

Funds ownership: 129.37%131.01% (+1.6%)

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 192

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
-34
Holders Change %
-6.53%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
168
Reduced
192
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
DB
376
Danske Bank
Denmark
$175K -$2.02M -32,824 -93%
UB
377
UMB Bank
Missouri
$169K +$491 +8 +0.3%
HNB
378
Hilltop National Bank
Wyoming
$156K +$139K +2,259 New
PS
379
Principal Securities
Iowa
$156K -$12.6K -205 -8%
DekaBank Deutsche Girozentrale
380
DekaBank Deutsche Girozentrale
Germany
$153K
CWM
381
CarsonAllaria Wealth Management
Illinois
$146K +$676 +11 +0.5%
S
382
SignatureFD
Georgia
$140K -$79.8K -1,299 -39%
SOW
383
State of Wyoming
Wyoming
$136K -$177K -2,885 -60%
TPCW
384
TD Private Client Wealth
New York
$135K -$98.6K -1,606 -45%
AAM
385
Advisors Asset Management
Colorado
$127K -$192K -3,134 -63%
PFBT
386
Parkside Financial Bank & Trust
Missouri
$120K -$1.78K -29 -2%
SG Americas Securities
387
SG Americas Securities
New York
$113K -$693K -11,277 -87%
VCM
388
Versant Capital Management
Arizona
$111K +$5.34K +87 +6%
BNP Paribas Asset Management
389
BNP Paribas Asset Management
France
$109K +$96.5K +1,572 New
C
390
Covestor
United Kingdom
$108K +$37.2K +605 +63%
MYIA
391
Mount Yale Investment Advisors
Colorado
$105K +$93.2K +1,517 New
BIG
392
Brooklyn Investment Group
New York
$105K +$74.6K +1,215 +409%
EWA
393
EverSource Wealth Advisors
Alabama
$101K +$46.3K +754 +107%
RIL
394
Rothschild Investment LLC
Illinois
$81.5K +$491 +8 +0.7%
BGAI
395
Bruce G. Allen Investments
Colorado
$76.7K -$2.03K -33 -3%
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 -$1.6K -26 -3%
MA
399
Montag & Associates
Georgia
$60.7K
Bessemer Group
400
Bessemer Group
New Jersey
$60K +$8.11K +132 +18%

SF Hedge Fund Activity: Q2 2025 in Review

487 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2025, worth a combined $9.31B — up 10% from $8.43B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SF and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 168 added.

The largest buyer was Boston Partners, adding an estimated $207M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $57.3M.

  • 487 institutional investors held Stifel (SF) as of Q2 2025, down from 521 in Q1 2025.
  • Funds reported $9.31B of Stifel stock for Q2 2025, up 10% quarter-over-quarter.
  • 56 funds opened new Stifel positions in Q2 2025 and 84 closed out, a net change of -28 holders.
  • The largest Stifel buyer in Q2 2025 was Boston Partners, an estimated $207M added.
  • The largest Stifel seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2025.