441 hedge funds and large institutions have $8.15B invested in Stifel in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 164 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
45
Increased
155
Reduced
164
Closed
38
Calls
$24.5M
Puts
$5.22M
Net Calls
+$19.2M
Net Calls Change
-$351K
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
401
Creative Financial Designs
Indiana
$8.92K -$2.82K -30 -24%
FFA
402
Frazier Financial Advisors
Ohio
$8.83K -$6.01K -64 -41%
JWA
403
JFS Wealth Advisors
Pennsylvania
$8.64K +$282 +3 +3%
WTC
404
WhitTier Trust Company
Nevada
$8.45K
FFC
405
First Financial Corp
Indiana
$8.26K
PTC
406
Private Trust Company
Ohio
$8.17K -$1.13K -12 -12%
WWM
407
Wolff Wiese Magana
California
$6.95K +$6.95K +74 New
AGWCA
408
Annis Gardner Whiting Capital Advisors
Florida
$6.29K -$3.1K -33 -33%
GWM
409
Geneos Wealth Management
Colorado
$6.29K +$6.29K +67 New
HI
410
Harbour Investments
Wisconsin
$5.63K
CPA
411
Capital Performance Advisors
California
$4.98K +$4.98K +53 New
LFA
412
LGT Financial Advisors
Texas
$4.88K
BIA
413
Bell Investment Advisors
California
$4.6K -$751 -8 -14%
S
414
Sachetta
Massachusetts
$4.6K
CA
415
Continuum Advisory
Idaho
$4.16K +$1.97K +17 +89%
RWM
416
Ruedi Wealth Management
Illinois
$4.04K -$4.04K -43 -50%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$3.94K
ATS
418
Ashton Thomas Securities
New York
$3.94K +$3.94K +42 New
CTC
419
Cetera Trust Company
Minnesota
$3.76K
PWMG
420
Private Wealth Management Group
New Jersey
$3.66K
CWC
421
Carolinas Wealth Consulting
North Carolina
$3.29K
AF
422
Advisornet Financial
Minnesota
$3.01K +$470 +5 +19%
CAL
423
Capital Advisors Ltd
Ohio
$3K -$94 -1 -3%
PWMG
424
Prestige Wealth Management Group
New Jersey
$2.63K
MFT
425
Moisand Fitzgerald Tamayo
Florida
$2.35K