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SF

Stifel

487 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.34M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $8.43B → $9.31B (+$881M)

1.64% more ownership

Funds ownership: 129.37%131.01% (+1.6%)

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 192

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
-34
Holders Change %
-6.53%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
168
Reduced
192
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
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 +$32.2K +524 +192%
AF
403
Allworth Financial
California
$50.2K +$13.5K +220 +43%
HT
404
Headlands Technologies
Illinois
$50.1K -$260K -4,231 -85%
PPC
405
Park Place Capital
Alabama
$50K
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$48.4K +$12.4K +202 +41%
GRP
407
Global Retirement Partners
California
$48.3K +$42.9K +698 New
CT
408
Caldwell Trust
Florida
$46.7K +$41.5K +675 New
HNB
409
Huntington National Bank
Ohio
$46.1K -$7K -114 -15%
FFA
410
Farther Finance Advisors
California
$43.1K -$69.5K -1,131 -64%
HFS
411
Hantz Financial Services
Michigan
$41K +$35.6K +580 +5,273%
SAM
412
Smartleaf Asset Management
Massachusetts
$37.1K -$13.1K -213 -28%
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 +$6.02K +98 +26%
Optiver Holding
416
Optiver Holding
Netherlands
$32.2K +$430 +7 +2%
HWM
417
Hemington Wealth Management
Virginia
$31K +$2.03K +33 +8%
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 +$19.5K +318 New
RA
422
Rise Advisors
New York
$21.4K +$123 +2 +0.6%
MCM
423
MAI Capital Management
Ohio
$21.4K +$10.4K +169 +121%
FFO
424
Fortitude Family Office
Arizona
$16.9K +$1.47K +24 +11%
SIC
425
Salem Investment Counselors
North Carolina
$15.6K -$4.61K -75 -25%

SF Hedge Fund Activity: Q2 2025 in Review

487 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2025, worth a combined $9.31B — up 10% from $8.43B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SF and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 168 added.

The largest buyer was Boston Partners, adding an estimated $207M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $57.3M.

  • 487 institutional investors held Stifel (SF) as of Q2 2025, down from 521 in Q1 2025.
  • Funds reported $9.31B of Stifel stock for Q2 2025, up 10% quarter-over-quarter.
  • 56 funds opened new Stifel positions in Q2 2025 and 84 closed out, a net change of -28 holders.
  • The largest Stifel buyer in Q2 2025 was Boston Partners, an estimated $207M added.
  • The largest Stifel seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2025.