487 hedge funds and large institutions have $9.32B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 193 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 193

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
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
$13M
Puts
$3.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
401
Brown Brothers Harriman & Co
New York
$57.4K
AAP
402
Arax Advisory Partners
Colorado
$55.1K
AF
403
Allworth Financial
California
$50.2K
HT
404
Headlands Technologies
Illinois
$50.1K
PPC
405
Park Place Capital
Alabama
$50K
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$48.4K
GRP
407
Global Retirement Partners
California
$48.3K
CT
408
Caldwell Trust
Florida
$46.7K
HNB
409
Huntington National Bank
Ohio
$46.1K
FFA
410
Farther Finance Advisors
California
$43.1K
HFS
411
Hantz Financial Services
Michigan
$41K
SAM
412
Smartleaf Asset Management
Massachusetts
$37.1K
WT
413
Whittier Trust
California
$34.9K
JEST
414
JTC Employer Solutions Trustee
Jersey
$33K
Jones Financial Companies
415
Jones Financial Companies
Missouri
$32.9K
Optiver Holding
416
Optiver Holding
Netherlands
$32.2K
HWM
417
Hemington Wealth Management
Virginia
$31K
ABWM
418
Alpine Bank Wealth Management
Colorado
$29.5K
Mitsubishi UFJ Asset Management
419
Mitsubishi UFJ Asset Management
Japan
$28.7K
NS
420
NBC Securities
Alabama
$28K
OCM
421
Osterweis Capital Management
California
$22K
RA
422
Rise Advisors
New York
$21.4K
MCM
423
MAI Capital Management
Ohio
$21.4K
FFO
424
Fortitude Family Office
Arizona
$16.9K
SIC
425
Salem Investment Counselors
North Carolina
$15.6K