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
Holders
519
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
77
Increased
205
Reduced
148
Closed
53
Calls
$15.1M
Puts
$6.86M
Net Calls
+$8.23M
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
426
Simplex Trading
Illinois
$73K +$73K +778 New
MG
427
Mather Group
Illinois
$72.3K +$5.66K +60 +8%
BGAI
428
Bruce G. Allen Investments
Colorado
$71.7K +$1.04K +11 +1%
Nomura Asset Management
429
Nomura Asset Management
Japan
$68.8K
BAMF
430
BI Asset Management Fondsmaeglerselskab
Denmark
$68K +$68K +723 New
C
431
Covestor
United Kingdom
$60K +$42.9K +456 +251%
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 -$26.9K -285 -35%
SAM
436
Smartleaf Asset Management
Massachusetts
$46.9K -$2.63K -28 -5%
Bessemer Group
437
Bessemer Group
New Jersey
$46K +$15.9K +170 +53%
PPC
438
Park Place Capital
Alabama
$44.8K
EWA
439
EverSource Wealth Advisors
Alabama
$44.4K +$39.3K +417 +772%
WT
440
Whittier Trust
California
$31.7K
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$31.2K +$17.3K +183 +124%
CIAM
442
Caitong International Asset Management
Hong Kong
$30.7K -$25.5K -270 -45%
JEST
443
JTC Employer Solutions Trustee
Jersey
$30K
QC
444
Quent Capital
New York
$29.9K -$3.49K -37 -10%
AF
445
Allworth Financial
California
$28.9K +$11.7K +136 +68%
Optiver Holding
446
Optiver Holding
Netherlands
$28.7K +$28.7K +305 New
ABWM
447
Alpine Bank Wealth Management
Colorado
$26.8K +$26.8K +284 New
Mitsubishi UFJ Asset Management
448
Mitsubishi UFJ Asset Management
Japan
$26.1K
HWM
449
Hemington Wealth Management
Virginia
$26K +$1.87K +20 +8%
NS
450
NBC Securities
Alabama
$26K +$26K +279 New