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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
BTI
426
Blue Trust Inc
Georgia
$326K +$8.18K +103 +2%
LCWP
427
Legacy Capital Wealth Partners
Arkansas
$325K +$6.35K +80 +2%
Mitsubishi UFJ Trust & Banking
428
Mitsubishi UFJ Trust & Banking
Japan
$324K -$671K -8,455 -66%
IIC
429
Integrated Investment Consultants
Michigan
$323K -$33K -416 -9%
NDSIB
430
North Dakota State Investment Board
North Dakota
$320K -$76.5K -964 -18%
DS
431
DRW Securities
Illinois
$312K +$335K +4,220 New
SI
432
Stephens Inc
Arkansas
$310K -$79 -1 -0%
QFW
433
QTR Family Wealth
Florida
$302K +$72.6K +914 +32%
FFA
434
Farther Finance Advisors
California
$301K -$6.51K -82 -2%
Osaic Holdings
435
Osaic Holdings
Arizona
$299K -$68.4K -861 -18%
ES
436
ETF Store
Kansas
$296K
GT
437
Greenleaf Trust
Michigan
$295K +$2.3K +29 +0.7%
Envestnet Portfolio Solutions
438
Envestnet Portfolio Solutions
Illinois
$294K -$329K -4,139 -51%
AFG
439
Atomi Financial Group
New York
$292K -$26.4K -333 -8%
PGFC
440
Peapack-Gladstone Financial Corp
New Jersey
$292K +$1.83K +23 +0.6%
GCP
441
GSA Capital Partners
United Kingdom
$289K +$310K +3,903 New
CBU
442
CIBC Bancorp USA
Illinois
$288K +$310K +3,898 New
KPWS
443
Kestra Private Wealth Services
Texas
$288K -$8.42K -106 -3%
CA
444
Clearstead Advisors
Ohio
$287K +$45.6K +574 +17%
FCFC
445
First Commonwealth Financial Corp
Pennsylvania
$284K -$159 -2 -0.1%
CJ
446
Caitlin John
Michigan
$284K -$172K -2,163 -36%
IWA
447
Icon Wealth Advisors
Texas
$283K
JTWM
448
Jackson Thornton Wealth Management
Alabama
$283K +$29.5K +371 +11%
MT
449
Midwest Trust
Kansas
$279K -$79 -1 -0%
Commonwealth Equity Services
450
Commonwealth Equity Services
Massachusetts
$279K -$6.27K -79 -2%