507 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+66
Holders Change %
+14.97%
% of All Funds
6.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
161
Reduced
172
Closed
21
Calls
$26.4M
Puts
$10.5M
Net Calls
+$15.9M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
451
Frazier Financial Advisors
Ohio
$9.98K
JWA
452
JFS Wealth Advisors
Pennsylvania
$9.76K
WTC
453
WhitTier Trust Company
Nevada
$9.55K
FFC
454
First Financial Corp
Indiana
$9.34K
ETC
455
Exchange Traded Concepts
Oklahoma
$9.34K +$9.34K +88 New
PTC
456
Private Trust Company
Ohio
$9.23K
MCM
457
MAI Capital Management
Ohio
$8.06K +$8.06K +76 New
WWM
458
Wolff Wiese Magana
California
$7.85K
GWM
459
Geneos Wealth Management
Colorado
$7.85K +$743 +7 +10%
JFGIW
460
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.53K -$485K -4,188 -98%
AGWCA
461
Annis Gardner Whiting Capital Advisors
Florida
$7.11K
HI
462
Harbour Investments
Wisconsin
$6.37K
RWS
463
Retirement Wealth Solutions
Wisconsin
$5.75K +$5.75K +55 New
EWA
464
EverSource Wealth Advisors
Alabama
$5.73K +$3.08K +29 +116%
LFA
465
LGT Financial Advisors
Texas
$5.52K
NSIM
466
North Star Investment Management
Illinois
$5.01K +$5.01K +47 New
BIA
467
Bell Investment Advisors
California
$4.67K -$530 -5 -10%
RWM
468
Ruedi Wealth Management
Illinois
$4.56K
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$4.46K
CTC
470
Cetera Trust Company
Minnesota
$4.24K
KIM
471
Kestra Investment Management
Texas
$4.17K +$4.17K +39 New
PWMG
472
Private Wealth Management Group
New Jersey
$4.14K
CT
473
Colonial Trust
South Carolina
$4.03K +$4.03K +38 New
AT
474
Avalon Trust
New Mexico
$3.93K +$3.93K +37 New
CA
475
Continuum Advisory
Idaho
$3.82K