519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
426
Simplex Trading
Illinois
$73K
MG
427
Mather Group
Illinois
$72.3K
BGAI
428
Bruce G. Allen Investments
Colorado
$71.7K
Nomura Asset Management
429
Nomura Asset Management
Japan
$68.8K
BAMF
430
BI Asset Management Fondsmaeglerselskab
Denmark
$68K
C
431
Covestor
United Kingdom
$60K
FHA
432
First Horizon Advisors
Tennessee
$59.7K
MA
433
Montag & Associates
Georgia
$55.1K
BBHC
434
Brown Brothers Harriman & Co
New York
$52.1K
HNB
435
Huntington National Bank
Ohio
$49K
SAM
436
Smartleaf Asset Management
Massachusetts
$46.9K
Bessemer Group
437
Bessemer Group
New Jersey
$46K
PPC
438
Park Place Capital
Alabama
$44.8K
EWA
439
EverSource Wealth Advisors
Alabama
$44.4K
WT
440
Whittier Trust
California
$31.7K
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$31.2K
CIAM
442
Caitong International Asset Management
Hong Kong
$30.7K
JEST
443
JTC Employer Solutions Trustee
Jersey
$30K
QC
444
Quent Capital
New York
$29.9K
AF
445
Allworth Financial
California
$28.9K
Optiver Holding
446
Optiver Holding
Netherlands
$28.7K
ABWM
447
Alpine Bank Wealth Management
Colorado
$26.8K
Mitsubishi UFJ Asset Management
448
Mitsubishi UFJ Asset Management
Japan
$26.1K
HWM
449
Hemington Wealth Management
Virginia
$26K
NS
450
NBC Securities
Alabama
$26K