547 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 162 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
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
$15.4M
Puts
$408K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
401
Formidable Asset Management
Ohio
$280K
AFG
402
Atomi Financial Group
New York
$278K
IWA
403
Icon Wealth Advisors
Texas
$277K
WA
404
Waverly Advisors
Alabama
$272K
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$271K
MYAM
406
Meiji Yasuda Asset Management
Japan
$269K
M&T Bank
407
M&T Bank
New York
$269K
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$267K
PA
409
Profund Advisors
Maryland
$267K
ONB
410
Old National Bancorp
Indiana
$266K
JFGIW
411
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K
HH
412
Hilltop Holdings
Texas
$256K
CTB
413
Country Trust Bank
Illinois
$255K
ECM
414
Everence Capital Management
Indiana
$253K
LAM
415
LECAP Asset Management
United Kingdom
$252K
PCM
416
Princeton Capital Management
New Jersey
$250K
BP
417
Ballentine Partners
Massachusetts
$249K
MAP
418
Moody Aldrich Partners
Massachusetts
$240K
DWM
419
Drive Wealth Management
Utah
$237K
EPIMS
420
Evelyn Partners Investment Management Services
$236K
GPWM
421
Grant Private Wealth Management
California
$233K
WCM
422
Winebrenner Capital Management
Kentucky
$231K
CPIG
423
Chicago Partners Investment Group
Illinois
$230K
TWM
424
Trueblood Wealth Management
Ohio
$227K
Commonwealth Equity Services
425
Commonwealth Equity Services
Massachusetts
$221K