SF icon

Stifel
SF

Overview Fund Activity

482 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-37
Holders Change %
-7.13%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
167
Reduced
191
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$241M
2
Millennium Management
Millennium Management
New York
$207M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$104M
4
Victory Capital Management
Victory Capital Management
Texas
$80.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$315M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$53.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
401
Park Place Capital
Alabama
$50K – – –
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$48.4K +$14K +135 +41%
GRP
403
Global Retirement Partners
California
$48.3K +$48.3K +465 New
HNB
404
Huntington National Bank
Ohio
$46.1K -$7.89K -76 -15%
FFA
405
Farther Finance Advisors
California
$43.1K -$78.3K -754 -64%
HFS
406
Hantz Financial Services
Michigan
$41K +$40.3K +387 +5,529%
SAM
407
Smartleaf Asset Management
Massachusetts
$37.1K -$14.7K -142 -28%
WT
408
Whittier Trust
California
$34.9K – – –
JEST
409
JTC Employer Solutions Trustee
Jersey
$33K – – –
Jones Financial Companies
410
Jones Financial Companies
Missouri
$32.9K +$6.74K +65 +26%
Optiver Holding
411
Optiver Holding
Netherlands
$32.2K +$519 +5 +2%
HWM
412
Hemington Wealth Management
Virginia
$31K +$2.27K +22 +8%
ABWM
413
Alpine Bank Wealth Management
Colorado
$29.5K – – –
Mitsubishi UFJ Asset Management
414
Mitsubishi UFJ Asset Management
Japan
$28.7K – – –
NS
415
NBC Securities
Alabama
$28K – – –
OCM
416
Osterweis Capital Management
California
$22K +$22K +212 New
RA
417
Rise Advisors
New York
$21.4K +$104 +1 +0.5%
MCM
418
MAI Capital Management
Ohio
$21.4K +$11.7K +113 +122%
FFO
419
Fortitude Family Office
Arizona
$16.9K +$1.66K +16 +11%
SIC
420
Salem Investment Counselors
North Carolina
$15.6K -$5.19K -50 -25%
CTC
421
Central Trust Company
Missouri
$15.5K – – –
CFD
422
Creative Financial Designs
Indiana
$14.8K -$3.94K -38 -21%
WA
423
WPG Advisers
Maryland
$13.9K -$3.53K -34 -20%
DWM
424
Dogwood Wealth Management
Kansas
$13.3K +$13.3K +124 New
JSAM
425
J. Safra Asset Management
New York
$13.1K -$5.6K -54 -30%
15 16
17
18 19