435 hedge funds and large institutions have $7.35B invested in Stifel in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 159 reducing their positions, and 54 closing their positions.

Holders
435
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
59
Increased
137
Reduced
159
Closed
54
Calls
$24.6M
Puts
$4.96M
Net Calls
+$19.6M
Net Calls Change
+$861K
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
401
Ruedi Wealth Management
Illinois
$7.24K +$7.24K +86 New
ETC
402
Exchange Traded Concepts
Oklahoma
$6.9K +$6.9K +82 New
HI
403
Harbour Investments
Wisconsin
$5.05K +$5.05K +60 New
BIA
404
Bell Investment Advisors
California
$4.8K
EWA
405
EverSource Wealth Advisors
Alabama
$4.7K +$2.48K +28 +112%
LFA
406
LGT Financial Advisors
Texas
$4.38K
S
407
Sachetta
Massachusetts
$4.3K +$878 +10 +26%
IC
408
Innealta Capital
Texas
$4.12K +$4.12K +49 New
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$3.53K -$337 -4 -9%
CTC
410
Cetera Trust Company
Minnesota
$3.37K
PWMG
411
Private Wealth Management Group
New Jersey
$3.28K
VNA
412
Valley National Advisers
Pennsylvania
$3K
CAL
413
Capital Advisors Ltd
Ohio
$3K +$91 +1 +3%
CWC
414
Carolinas Wealth Consulting
North Carolina
$2.95K -$337 -4 -10%
IAIM
415
International Assets Investment Management
Florida
$2.69K +$2.69K +32 New
PWMG
416
Prestige Wealth Management Group
New Jersey
$2.36K
AF
417
Advisornet Financial
Minnesota
$2.27K
BWP
418
Baldwin Wealth Partners
Massachusetts
$2.27K +$2.27K +27 New
MFT
419
Moisand Fitzgerald Tamayo
Florida
$2.1K
SIC
420
SJS Investment Consulting
Ohio
$2.1K
RFG
421
RFP Financial Group
Georgia
$2.02K
DPW
422
DiNuzzo Private Wealth
Pennsylvania
$1.85K +$253 +3 +16%
RCM
423
Raleigh Capital Management
North Carolina
$1.68K
CA
424
Continuum Advisory
Idaho
$1.6K
PIM
425
Plato Investment Management
Australia
$1.52K