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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
401
Essex Financial Services
Connecticut
$223K
UAML
402
US Asset Management LLC
Pennsylvania
$221K
William Blair & Company
403
William Blair & Company
Illinois
$219K
IAN
404
Integrated Advisors Network
Texas
$219K
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$215K
CTB
406
Country Trust Bank
Illinois
$212K
ECM
407
Everence Capital Management
Indiana
$210K
S
408
SignatureFD
Georgia
$209K
BCM
409
Bayesian Capital Management
New York
$207K
TWM
410
Trueblood Wealth Management
Ohio
$207K
MAP
411
Moody Aldrich Partners
Massachusetts
$203K
EPIMS
412
Evelyn Partners Investment Management Services
$196K
CIBC Private Wealth Group
413
CIBC Private Wealth Group
Georgia
$192K
Osaic Holdings
414
Osaic Holdings
Arizona
$190K
DZ Bank
415
DZ Bank
Germany
$181K
PS
416
Principal Securities
Iowa
$174K
UB
417
UMB Bank
Missouri
$153K
DekaBank Deutsche Girozentrale
418
DekaBank Deutsche Girozentrale
Germany
$137K
CWM
419
CarsonAllaria Wealth Management
Illinois
$132K
LC
420
Lindbrook Capital
California
$116K
PFBT
421
Parkside Financial Bank & Trust
Missouri
$111K
FFA
422
Farther Finance Advisors
California
$111K
QL
423
Quarry LP
New York
$109K
VCM
424
Versant Capital Management
Arizona
$95.2K
RIL
425
Rothschild Investment LLC
Illinois
$73.5K