541 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
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
$15.4M
Puts
$408K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
451
Wealthspire Advisors (New York)
New York
$73.3K
MA
452
Montag & Associates
Georgia
$70.6K
PAS
453
Point72 Asia (Singapore)
Singapore
$62.5K
C
454
Covestor
United Kingdom
$62K
National Bank of Canada
455
National Bank of Canada
Quebec, Canada
$56.7K
PPC
456
Park Place Capital
Alabama
$53.9K
GRP
457
Global Retirement Partners
California
$52.9K
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$52.9K
QC
459
Quent Capital
New York
$52.8K
BF
460
BOK Financial
Oklahoma
$50.9K
HNB
461
Huntington National Bank
Ohio
$50.4K
IWP
462
IAG Wealth Partners
Wisconsin
$39.5K
HPC
463
HM Payson & Co
Maine
$37.2K
RFP
464
Root Financial Partners
California
$37K
JEST
465
JTC Employer Solutions Trustee
Jersey
$36K
NS
466
NBC Securities
Alabama
$35.2K
HWM
467
Hemington Wealth Management
Virginia
$35K
SIC
468
SJS Investment Consulting
Ohio
$33.8K
ABWM
469
Alpine Bank Wealth Management
Colorado
$32.2K
PH
470
Pinnacle Holdings
Oklahoma
$32.2K
Mitsubishi UFJ Asset Management
471
Mitsubishi UFJ Asset Management
Japan
$31.4K
CA
472
Clearstead Advisors
Ohio
$30.4K
ASN
473
Advisory Services Network
Georgia
$28.8K
Jones Financial Companies
474
Jones Financial Companies
Missouri
$28.5K
MCM
475
MAI Capital Management
Ohio
$25.3K