SF

Stifel

625 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 260 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
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
$12.9M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$364K
BFIM
402
Beese Fulmer Investment Management
Ohio
$362K
CIBC Asset Management
403
CIBC Asset Management
Ontario, Canada
$361K
DWP
404
Daymark Wealth Partners
Ohio
$358K
WI
405
WBI Investments
New Jersey
$357K
ECM
406
Everence Capital Management
Indiana
$355K
TD Asset Management
407
TD Asset Management
Ontario, Canada
$355K
RGC
408
Roberts, Glore & Co
Illinois
$350K
TCA
409
Transcend Capital Advisors
New Jersey
$350K
FB
410
Fulton Bank
Pennsylvania
$346K
DP
411
Dundas Partners
United Kingdom
$346K
PA
412
Parallel Advisors
California
$345K
KBC Group
413
KBC Group
Belgium
$343K
G
414
GenTrust
Florida
$343K
HWA
415
HCR Wealth Advisors
California
$338K
FAM
416
Formidable Asset Management
Ohio
$338K
BC
417
Bridgefront Capital
Texas
$337K
DWM
418
Drive Wealth Management
Utah
$336K
ICP
419
Impact Capital Partners
Colorado
$336K
PIWA
420
Prevail Innovative Wealth Advisors
Kansas
$333K
PA
421
Pinnacle Associates
New York
$328K
PWMAG
422
Pinnacle Wealth Management Advisory Group
New Jersey
$327K
BTI
423
Blue Trust Inc
Georgia
$326K
LCWP
424
Legacy Capital Wealth Partners
Arkansas
$325K
Mitsubishi UFJ Trust & Banking
425
Mitsubishi UFJ Trust & Banking
Japan
$324K