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Stifel
SF

Overview Fund Activity

482 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-37
Holders Change %
-7.13%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
167
Reduced
191
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$241M
2
Millennium Management
Millennium Management
New York
$207M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$104M
4
Victory Capital Management
Victory Capital Management
Texas
$80.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$315M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$53.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
426
JFS Wealth Advisors
Pennsylvania
$10.4K +$830 +8 +9%
NC
427
NewSquare Capital
Pennsylvania
$10.2K -$2.18K -21 -18%
FFA
428
Frazier Financial Advisors
Ohio
$9.76K – – –
WTC
429
WhitTier Trust Company
Nevada
$9.76K – – –
CPG
430
Cornerstone Planning Group
New Jersey
$9.65K -$7.29K -65 -43%
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$8.82K +$830 +8 +10%
TPWA
432
Twin Peaks Wealth Advisors
California
$8.7K +$8.7K +76 New
GWM
433
Geneos Wealth Management
Colorado
$8.3K +$726 +7 +10%
AGWCA
434
Annis Gardner Whiting Capital Advisors
Florida
$6.95K – – –
FPF
435
First Pacific Financial
Washington
$6.75K +$4.46K +43 +195%
HI
436
Harbour Investments
Wisconsin
$6.23K – – –
PTC
437
Private Trust Company
Ohio
$6.07K -$2.88K -28 -32%
BIA
438
Bell Investment Advisors
California
$5.92K +$1.35K +13 +30%
RWS
439
Retirement Wealth Solutions
Wisconsin
$5.8K – – –
W
440
WealthCollab
Washington
$5.29K +$5.29K +51 New
NSIM
441
North Star Investment Management
Illinois
$4.94K +$103 +1 +2%
CIA
442
Cape Investment Advisory
Georgia
$4.88K +$4.88K +47 New
WB
443
Webster Bank
Connecticut
$4.36K +$4.36K +42 New
PWMG
444
Private Wealth Management Group
New Jersey
$4.05K – – –
TWD
445
True Wealth Design
Ohio
$3.84K -$3.53K -34 -48%
CAL
446
Capital Advisors Ltd
Ohio
$3K – – –
MCM
447
Manchester Capital Management
Vermont
$2.91K – – –
PWMG
448
Prestige Wealth Management Group
New Jersey
$2.91K – – –
S
449
Sachetta
Massachusetts
$2.7K +$1.66K +16 +160%
BF
450
BOK Financial
Oklahoma
$2.7K – – –
16 17
18
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