487 hedge funds and large institutions have $9.32B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 193 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 193

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13M
Puts
$3.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
426
Central Trust Company
Missouri
$15.5K
CFD
427
Creative Financial Designs
Indiana
$14.8K
WA
428
WPG Advisers
Maryland
$13.9K
DWM
429
Dogwood Wealth Management
Kansas
$13.3K
JSAM
430
J. Safra Asset Management
New York
$13.1K
JWA
431
JFS Wealth Advisors
Pennsylvania
$10.4K
NC
432
NewSquare Capital
Pennsylvania
$10.2K
FFA
433
Frazier Financial Advisors
Ohio
$9.76K
WTC
434
WhitTier Trust Company
Nevada
$9.76K
CPG
435
Cornerstone Planning Group
New Jersey
$9.65K
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$8.82K
TPWA
437
Twin Peaks Wealth Advisors
California
$8.7K
GWM
438
Geneos Wealth Management
Colorado
$8.3K
AGWCA
439
Annis Gardner Whiting Capital Advisors
Florida
$6.95K
FPF
440
First Pacific Financial
Washington
$6.75K
HI
441
Harbour Investments
Wisconsin
$6.23K
PTC
442
Private Trust Company
Ohio
$6.07K
BIA
443
Bell Investment Advisors
California
$5.92K
RWS
444
Retirement Wealth Solutions
Wisconsin
$5.79K
W
445
WealthCollab
Washington
$5.29K
NSIM
446
North Star Investment Management
Illinois
$4.94K
CIA
447
Cape Investment Advisory
Georgia
$4.88K
WB
448
Webster Bank
Connecticut
$4.36K
PWMG
449
Private Wealth Management Group
New Jersey
$4.05K
TWD
450
True Wealth Design
Ohio
$3.84K