SF

Stifel

625 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 260 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
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
$12.9M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
376
MAI Capital Management
Ohio
$425K
SC
377
Syon Capital
California
$424K
CCMG
378
Clark Capital Management Group
Pennsylvania
$423K
EW
379
Evoke Wealth
California
$417K
EWA
380
EverSource Wealth Advisors
Alabama
$415K
AIM
381
Aigen Investment Management
New York
$412K
DTL
382
Dynamic Technology Lab
Singapore
$411K
NEI
383
Northwest & Ethical Investments
Ontario, Canada
$409K
PPW
384
Parcion Private Wealth
Washington
$404K
Nisa Investment Advisors
385
Nisa Investment Advisors
Missouri
$400K
LFG
386
Larson Financial Group
Missouri
$396K
PFBT
387
Parkside Financial Bank & Trust
Missouri
$391K
AFC
388
Avise Financial Cooperative
California
$390K
Aviva
389
Aviva
United Kingdom
$389K
CFG
390
Citizens Financial Group
Rhode Island
$383K
FFIC
391
First Fiduciary Investment Counsel
Ohio
$383K
BIG
392
Brooklyn Investment Group
New York
$379K
IB
393
Intrust Bank
Kansas
$376K
RWM
394
Ritholtz Wealth Management
New York
$376K
VA
395
Vident Advisory
Georgia
$375K
SFS
396
Sowell Financial Services
Arkansas
$375K
EFS
397
Essex Financial Services
Connecticut
$372K
SCM
398
Sterling Capital Management
North Carolina
$368K
SCM
399
Shelton Capital Management
Colorado
$366K
IFU
400
iSAM Funds (UK)
United Kingdom
$365K