541 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
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
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$271K
MYAM
402
Meiji Yasuda Asset Management
Japan
$269K
M&T Bank
403
M&T Bank
New York
$269K
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$267K
PA
405
Profund Advisors
Maryland
$267K
ONB
406
Old National Bancorp
Indiana
$266K
JFGIW
407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K
HH
408
Hilltop Holdings
Texas
$256K
CTB
409
Country Trust Bank
Illinois
$255K
ECM
410
Everence Capital Management
Indiana
$253K
LAM
411
LECAP Asset Management
United Kingdom
$252K
PCM
412
Princeton Capital Management
New Jersey
$250K
BP
413
Ballentine Partners
Massachusetts
$249K
MAP
414
Moody Aldrich Partners
Massachusetts
$240K
DWM
415
Drive Wealth Management
Utah
$237K
EPIMS
416
Evelyn Partners Investment Management Services
$236K
GPWM
417
Grant Private Wealth Management
California
$233K
WCM
418
Winebrenner Capital Management
Kentucky
$231K
CPIG
419
Chicago Partners Investment Group
Illinois
$230K
TWM
420
Trueblood Wealth Management
Ohio
$227K
Commonwealth Equity Services
421
Commonwealth Equity Services
Massachusetts
$221K
WWC
422
Waypoint Wealth Counsel
Georgia
$220K
SM
423
Sciencast Management
New Jersey
$216K
SAM
424
Shell Asset Management
Netherlands
$215K
VAS
425
Vestmark Advisory Solutions
Massachusetts
$208K