484 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 167 increasing their positions, 192 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: 519484 (-35)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 192

35% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 84

Holders
484
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
PS
376
Principal Securities
Iowa
$156K
DekaBank Deutsche Girozentrale
377
DekaBank Deutsche Girozentrale
Germany
$153K
CWM
378
CarsonAllaria Wealth Management
Illinois
$146K
S
379
SignatureFD
Georgia
$140K
SOW
380
State of Wyoming
Wyoming
$136K
TPCW
381
TD Private Client Wealth
New York
$135K
AAM
382
Advisors Asset Management
Colorado
$127K
PFBT
383
Parkside Financial Bank & Trust
Missouri
$120K
SG Americas Securities
384
SG Americas Securities
New York
$113K
VCM
385
Versant Capital Management
Arizona
$111K
BNP Paribas Asset Management
386
BNP Paribas Asset Management
France
$109K
C
387
Covestor
United Kingdom
$108K
MYIA
388
Mount Yale Investment Advisors
Colorado
$105K
BIG
389
Brooklyn Investment Group
New York
$105K
EWA
390
EverSource Wealth Advisors
Alabama
$101K
RIL
391
Rothschild Investment LLC
Illinois
$81.5K
BGAI
392
Bruce G. Allen Investments
Colorado
$76.7K
Nomura Asset Management
393
Nomura Asset Management
Japan
$75.8K
BAMF
394
BI Asset Management Fondsmaeglerselskab
Denmark
$75K
FHA
395
First Horizon Advisors
Tennessee
$63.9K
MA
396
Montag & Associates
Georgia
$60.7K
Bessemer Group
397
Bessemer Group
New Jersey
$60K
BBHC
398
Brown Brothers Harriman & Co
New York
$57.4K
AAP
399
Arax Advisory Partners
Colorado
$55.1K
AF
400
Allworth Financial
California
$50.2K