484 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 167 increasing their positions, 192 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: 519484 (-35)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 192

35% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 84

Holders
484
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
DWM
426
Dogwood Wealth Management
Kansas
$13.3K
JSAM
427
J. Safra Asset Management
New York
$13.1K
JWA
428
JFS Wealth Advisors
Pennsylvania
$10.4K
NC
429
NewSquare Capital
Pennsylvania
$10.2K
FFA
430
Frazier Financial Advisors
Ohio
$9.76K
WTC
431
WhitTier Trust Company
Nevada
$9.76K
CPG
432
Cornerstone Planning Group
New Jersey
$9.65K
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$8.82K
TPWA
434
Twin Peaks Wealth Advisors
California
$8.7K
GWM
435
Geneos Wealth Management
Colorado
$8.3K
AGWCA
436
Annis Gardner Whiting Capital Advisors
Florida
$6.95K
FPF
437
First Pacific Financial
Washington
$6.75K
HI
438
Harbour Investments
Wisconsin
$6.23K
PTC
439
Private Trust Company
Ohio
$6.07K
BIA
440
Bell Investment Advisors
California
$5.92K
RWS
441
Retirement Wealth Solutions
Wisconsin
$5.79K
W
442
WealthCollab
Washington
$5.29K
NSIM
443
North Star Investment Management
Illinois
$4.94K
CIA
444
Cape Investment Advisory
Georgia
$4.88K
WB
445
Webster Bank
Connecticut
$4.36K
PWMG
446
Private Wealth Management Group
New Jersey
$4.05K
TWD
447
True Wealth Design
Ohio
$3.84K
CAL
448
Capital Advisors Ltd
Ohio
$3K
PWMG
449
Prestige Wealth Management Group
New Jersey
$2.91K
MCM
450
Manchester Capital Management
Vermont
$2.91K