484 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 167 increasing their positions, 192 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: 519484 (-35)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 192

35% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 84

Holders
484
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
HT
401
Headlands Technologies
Illinois
$50.1K
PPC
402
Park Place Capital
Alabama
$50K
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$48.4K
GRP
404
Global Retirement Partners
California
$48.3K
CT
405
Caldwell Trust
Florida
$46.7K
HNB
406
Huntington National Bank
Ohio
$46.1K
FFA
407
Farther Finance Advisors
California
$43.1K
HFS
408
Hantz Financial Services
Michigan
$41K
SAM
409
Smartleaf Asset Management
Massachusetts
$37.1K
WT
410
Whittier Trust
California
$34.9K
JEST
411
JTC Employer Solutions Trustee
Jersey
$33K
Jones Financial Companies
412
Jones Financial Companies
Missouri
$32.9K
Optiver Holding
413
Optiver Holding
Netherlands
$32.2K
HWM
414
Hemington Wealth Management
Virginia
$31K
ABWM
415
Alpine Bank Wealth Management
Colorado
$29.5K
Mitsubishi UFJ Asset Management
416
Mitsubishi UFJ Asset Management
Japan
$28.7K
NS
417
NBC Securities
Alabama
$28K
OCM
418
Osterweis Capital Management
California
$22K
RA
419
Rise Advisors
New York
$21.4K
MCM
420
MAI Capital Management
Ohio
$21.4K
FFO
421
Fortitude Family Office
Arizona
$16.9K
SIC
422
Salem Investment Counselors
North Carolina
$15.6K
CTC
423
Central Trust Company
Missouri
$15.5K
CFD
424
Creative Financial Designs
Indiana
$14.8K
WA
425
WPG Advisers
Maryland
$13.9K