519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
77
Increased
205
Reduced
148
Closed
53
Calls
$15.1M
Puts
$6.86M
Net Calls
+$8.23M
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
401
Essex Financial Services
Connecticut
$223K +$7.35K +78 +3%
UAML
402
US Asset Management LLC
Pennsylvania
$221K
William Blair & Company
403
William Blair & Company
Illinois
$219K
IAN
404
Integrated Advisors Network
Texas
$219K -$4.05M -42,975 -95%
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$215K -$124K -1,318 -37%
CTB
406
Country Trust Bank
Illinois
$212K
ECM
407
Everence Capital Management
Indiana
$210K
S
408
SignatureFD
Georgia
$209K +$106K +1,124 +103%
BCM
409
Bayesian Capital Management
New York
$207K +$207K +2,199 New
TWM
410
Trueblood Wealth Management
Ohio
$207K
MAP
411
Moody Aldrich Partners
Massachusetts
$203K -$371K -3,937 -65%
EPIMS
412
Evelyn Partners Investment Management Services
$196K +$196K +183 New
CIBC Private Wealth Group
413
CIBC Private Wealth Group
Georgia
$192K +$55.8K +729 +41%
Osaic Holdings
414
Osaic Holdings
Arizona
$190K -$316K -3,353 -62%
DZ Bank
415
DZ Bank
Germany
$181K
PS
416
Principal Securities
Iowa
$174K
UB
417
UMB Bank
Missouri
$153K +$51.1K +542 +50%
DekaBank Deutsche Girozentrale
418
DekaBank Deutsche Girozentrale
Germany
$137K
CWM
419
CarsonAllaria Wealth Management
Illinois
$132K +$660 +7 +0.5%
LC
420
Lindbrook Capital
California
$116K +$79.5K +843 +216%
PFBT
421
Parkside Financial Bank & Trust
Missouri
$111K +$22.9K +243 +26%
FFA
422
Farther Finance Advisors
California
$111K +$79.3K +836 +251%
QL
423
Quarry LP
New York
$109K +$65.7K +697 +152%
VCM
424
Versant Capital Management
Arizona
$95.2K +$52.1K +553 +121%
RIL
425
Rothschild Investment LLC
Illinois
$73.5K +$1.41K +15 +2%