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SF

Stifel

487 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.34M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $8.43B → $9.31B (+$881M)

1.64% more ownership

Funds ownership: 129.37%131.01% (+1.6%)

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 192

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
-34
Holders Change %
-6.53%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
168
Reduced
192
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
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 -$3.5K -57 -21%
WA
428
WPG Advisers
Maryland
$13.9K -$3.13K -51 -20%
DWM
429
Dogwood Wealth Management
Kansas
$13.3K +$11.4K +186 New
JSAM
430
J. Safra Asset Management
New York
$13.1K -$4.97K -81 -30%
JWA
431
JFS Wealth Advisors
Pennsylvania
$10.4K +$737 +12 +9%
NC
432
NewSquare Capital
Pennsylvania
$10.2K -$1.97K -32 -18%
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 -$6.02K -98 -43%
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$8.82K +$737 +12 +10%
TPWA
437
Twin Peaks Wealth Advisors
California
$8.7K +$7K +114 New
GWM
438
Geneos Wealth Management
Colorado
$8.3K +$614 +10 +9%
AGWCA
439
Annis Gardner Whiting Capital Advisors
Florida
$6.95K
FPF
440
First Pacific Financial
Washington
$6.75K +$3.99K +65 +197%
HI
441
Harbour Investments
Wisconsin
$6.23K
PTC
442
Private Trust Company
Ohio
$6.07K -$2.58K -42 -32%
BIA
443
Bell Investment Advisors
California
$5.92K +$1.23K +20 +30%
RWS
444
Retirement Wealth Solutions
Wisconsin
$5.79K
W
445
WealthCollab
Washington
$5.29K +$4.73K +77 New
NSIM
446
North Star Investment Management
Illinois
$4.94K +$61 +1 +1%
CIA
447
Cape Investment Advisory
Georgia
$4.88K +$4.36K +71 New
WB
448
Webster Bank
Connecticut
$4.36K +$3.87K +63 New
PWMG
449
Private Wealth Management Group
New Jersey
$4.05K
TWD
450
True Wealth Design
Ohio
$3.84K -$3.13K -51 -48%

SF Hedge Fund Activity: Q2 2025 in Review

487 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2025, worth a combined $9.31B — up 10% from $8.43B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SF and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 168 added.

The largest buyer was Boston Partners, adding an estimated $207M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $57.3M.

  • 487 institutional investors held Stifel (SF) as of Q2 2025, down from 521 in Q1 2025.
  • Funds reported $9.31B of Stifel stock for Q2 2025, up 10% quarter-over-quarter.
  • 56 funds opened new Stifel positions in Q2 2025 and 84 closed out, a net change of -28 holders.
  • The largest Stifel buyer in Q2 2025 was Boston Partners, an estimated $207M added.
  • The largest Stifel seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2025.