519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
451
Jones Financial Companies
Missouri
$23.7K
VSQM
452
V-Square Quantitative Management
Illinois
$22.8K
RTC
453
Riverview Trust Company
Washington
$21.2K
CIM
454
Contravisory Investment Management
Massachusetts
$20.9K
GWM
455
Geneos Wealth Management
Colorado
$20.6K
FIA
456
FNY Investment Advisers
New York
$20K
RA
457
Rise Advisors
New York
$19.4K
ST
458
Smithfield Trust
Pennsylvania
$19K
SIC
459
Salem Investment Counselors
North Carolina
$18.9K
BIG
460
Brooklyn Investment Group
New York
$18.7K
AAP
461
Arax Advisory Partners
Colorado
$17.2K
CFD
462
Creative Financial Designs
Indiana
$17.1K
JSAM
463
J. Safra Asset Management
New York
$17K
WA
464
WPG Advisers
Maryland
$15.8K
CTC
465
Central Trust Company
Missouri
$14K
WF
466
Wayfinding Financial
Washington
$14K
FFO
467
Fortitude Family Office
Arizona
$13.9K
CPG
468
Cornerstone Planning Group
New Jersey
$12.5K
NC
469
NewSquare Capital
Pennsylvania
$11.2K
FFA
470
Frazier Financial Advisors
Ohio
$8.86K
WTC
471
WhitTier Trust Company
Nevada
$8.86K
MCM
472
MAI Capital Management
Ohio
$8.77K
JWA
473
JFS Wealth Advisors
Pennsylvania
$8.67K
PTC
474
Private Trust Company
Ohio
$8.2K
FMII
475
Farmers & Merchants Investments Inc
Nebraska
$7.26K