SF icon

Stifel
SF

Overview Fund Activity

482 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-37
Holders Change %
-7.13%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
167
Reduced
191
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$241M
2
Millennium Management
Millennium Management
New York
$207M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$104M
4
Victory Capital Management
Victory Capital Management
Texas
$80.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$315M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$53.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
451
Moisand Fitzgerald Tamayo
Florida
$2.6K – – –
DPW
452
DiNuzzo Private Wealth
Pennsylvania
$2.39K -$104 -1 -4%
HNW
453
High Note Wealth
Minnesota
$2.08K +$2.08K +20 New
CFO
454
CVA Family Office
Colorado
$1.76K +$1.76K +17 New
GEA
455
Glen Eagle Advisors
New Jersey
$1.7K – – –
HI
456
Horizon Investments
North Carolina
$1.66K – – –
SC
457
SouthState Corp
Florida
$1.56K -$2.28K -22 -59%
WCM
458
WealthTrak Capital Management
Virginia
$1.56K +$104 +1 +7%
SWM
459
Spire Wealth Management
Virginia
$1.56K +$1.56K +15 New
HFS
460
Hughes Financial Services
Virginia
$1.34K +$112 +1 +9%
SIC
461
SJS Investment Consulting
Ohio
$1.25K -$934 -9 -43%
HWP
462
Highline Wealth Partners
California
$1.25K – – –
PWA
463
Principia Wealth Advisory
Texas
$1.14K +$1.14K +11 New
AAS
464
Ameritas Advisory Services
Nebraska
$1.14K +$1.14K +11 New
KG
465
Kilter Group
New York
$1.04K +$1.04K +10 New
CH
466
Cromwell Holdings
Wyoming
$1.04K +$1.04K +10 New
AW
467
Avion Wealth
Texas
$1K +$1K +10 New
HIA
468
HFM Investment Advisors
New Jersey
$934 +$623 +6 +200%
BFS
469
Bare Financial Services
Pennsylvania
$830 – – –
RWM
470
Rialto Wealth Management
New York
$727 -$2.8K -27 -79%
SC
471
Stephens Consulting
Michigan
$727 +$727 +7 New
FMP
472
Financial Management Professionals
Texas
$726 – – –
AF
473
Advisornet Financial
Minnesota
$726 +$519 +5 +250%
PWA
474
Physician Wealth Advisors
Utah
$623 +$623 +6 New
BHWM
475
Bay Harbor Wealth Management
Maryland
$518 +$207 +2 +67%
17 18
19
20 21