547 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 162 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
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
$15.4M
Puts
$408K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Parallel Advisors
California
$339K
JSW
377
Journey Strategic Wealth
New Jersey
$335K
HWM
378
HB Wealth Management
Georgia
$330K
BTI
379
Blue Trust Inc
Georgia
$328K
PCM
380
Prelude Capital Management
New York
$319K
SI
381
Stephens Inc
Arkansas
$317K
KPWS
382
Kestra Private Wealth Services
Texas
$314K
IAN
383
Integrated Advisors Network
Texas
$312K
BJL
384
Brighton Jones LLC
Washington
$311K
ACM
385
Aster Capital Management
United Arab Emirates
$310K
SMC
386
Smith, Moore & Co
Missouri
$307K
AWA
387
Aaron Wealth Advisors
Illinois
$307K
SMA
388
Sage Mountain Advisors
Georgia
$306K
ES
389
ETF Store
Kansas
$303K
IA
390
IFP Advisors
Florida
$301K
MT
391
Midwest Trust
Kansas
$300K
PGFC
392
Peapack-Gladstone Financial Corp
New Jersey
$300K
MYIA
393
Mount Yale Investment Advisors
Colorado
$299K
GT
394
Greenleaf Trust
Michigan
$294K
IWC
395
Integrated Wealth Concepts
Massachusetts
$294K
FCFC
396
First Commonwealth Financial Corp
Pennsylvania
$291K
EFS
397
Essex Financial Services
Connecticut
$287K
RWM
398
Ritholtz Wealth Management
New York
$284K
OR
399
Olympiad Research
Connecticut
$283K
KAS
400
Kestra Advisory Services
Texas
$283K