SF

Stifel

625 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 260 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
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
$12.9M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NDSIB
426
North Dakota State Investment Board
North Dakota
$320K
DS
427
DRW Securities
Illinois
$312K
SI
428
Stephens Inc
Arkansas
$310K
QFW
429
QTR Family Wealth
Florida
$302K
FFA
430
Farther Finance Advisors
California
$301K
Osaic Holdings
431
Osaic Holdings
Arizona
$299K
ES
432
ETF Store
Kansas
$296K
GT
433
Greenleaf Trust
Michigan
$295K
Envestnet Portfolio Solutions
434
Envestnet Portfolio Solutions
Illinois
$294K
AFG
435
Atomi Financial Group
New York
$292K
PGFC
436
Peapack-Gladstone Financial Corp
New Jersey
$292K
GCP
437
GSA Capital Partners
United Kingdom
$289K
CBU
438
CIBC Bancorp USA
Illinois
$288K
KPWS
439
Kestra Private Wealth Services
Texas
$288K
CA
440
Clearstead Advisors
Ohio
$287K
FCFC
441
First Commonwealth Financial Corp
Pennsylvania
$284K
CJ
442
Caitlin John
Michigan
$284K
IWA
443
Icon Wealth Advisors
Texas
$283K
JTWM
444
Jackson Thornton Wealth Management
Alabama
$283K
MT
445
Midwest Trust
Kansas
$279K
Commonwealth Equity Services
446
Commonwealth Equity Services
Massachusetts
$279K
MYIA
447
Mount Yale Investment Advisors
Colorado
$278K
RS
448
R Squared
Hong Kong
$277K
MM
449
MQS Management
New York
$277K
KCP
450
Kera Capital Partners
California
$273K