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Stifel

629 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 261 increasing their positions, 244 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $2.35M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

7% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 244

0% more funds holding

Funds holding: 627629 (+2)

0.2% more ownership

Funds ownership: 132.46%132.66% (+0.2%)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$998M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
629
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
7.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
78
Increased
261
Reduced
244
Closed
66
Calls
$12.9M
Puts
$2.35M
Net Calls
+$10.5M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
401
Sterling Capital Management
North Carolina
$368K -$303K -3,815 -43%
SCM
402
Shelton Capital Management
Colorado
$366K -$19K -239 -5%
IFU
403
iSAM Funds (UK)
United Kingdom
$365K -$21.2K -267 -5%
IA
404
IFP Advisors
Florida
$364K +$44.3K +558 +13%
BFIM
405
Beese Fulmer Investment Management
Ohio
$362K +$125K +1,572 +47%
CIBC Asset Management
406
CIBC Asset Management
Ontario, Canada
$361K -$79 -1 -0%
DWP
407
Daymark Wealth Partners
Ohio
$358K +$384K +4,840 New
WI
408
WBI Investments
New Jersey
$357K -$805K -10,137 -68%
ECM
409
Everence Capital Management
Indiana
$355K +$115K +1,454 +43%
TD Asset Management
410
TD Asset Management
Ontario, Canada
$355K -$61K -768 -14%
RGC
411
Roberts, Glore & Co
Illinois
$350K +$14.2K +179 +4%
TCA
412
Transcend Capital Advisors
New Jersey
$350K +$121K +1,523 +47%
FB
413
Fulton Bank
Pennsylvania
$346K -$3.73K -47 -1%
DP
414
Dundas Partners
United Kingdom
$346K -$81.2K -1,023 -18%
PA
415
Parallel Advisors
California
$345K -$11.8K -149 -3%
KBC Group
416
KBC Group
Belgium
$343K -$79 -1 -0%
G
417
GenTrust
Florida
$343K +$175K +2,202 +90%
HWA
418
HCR Wealth Advisors
California
$338K +$1.91K +24 +0.5%
FAM
419
Formidable Asset Management
Ohio
$338K -$107K -1,350 -33%
BC
420
Bridgefront Capital
Texas
$337K -$630K -7,939 -64%
DWM
421
Drive Wealth Management
Utah
$336K -$4.45K -56 -1%
ICP
422
Impact Capital Partners
Colorado
$336K +$2.94K +37 +0.8%
PIWA
423
Prevail Innovative Wealth Advisors
Kansas
$333K +$357K +4,500 New
PA
424
Pinnacle Associates
New York
$328K +$88K +1,108 +33%
PWMAG
425
Pinnacle Wealth Management Advisory Group
New Jersey
$327K +$86.2K +1,086 +33%