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SF

Stifel

487 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.34M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $8.43B → $9.31B (+$881M)

1.64% more ownership

Funds ownership: 129.37%131.01% (+1.6%)

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 192

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
-34
Holders Change %
-6.53%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
168
Reduced
192
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
451
Capital Advisors Ltd
Ohio
$3K
MCM
452
Manchester Capital Management
Vermont
$2.91K
PWMG
453
Prestige Wealth Management Group
New Jersey
$2.91K
S
454
Sachetta
Massachusetts
$2.7K +$1.47K +24 +160%
BF
455
BOK Financial
Oklahoma
$2.7K
MFT
456
Moisand Fitzgerald Tamayo
Florida
$2.6K
DPW
457
DiNuzzo Private Wealth
Pennsylvania
$2.39K -$61 -1 -3%
HNW
458
High Note Wealth
Minnesota
$2.08K +$1.84K +30 New
CFO
459
CVA Family Office
Colorado
$1.76K +$1.6K +26 New
GEA
460
Glen Eagle Advisors
New Jersey
$1.7K
HI
461
Horizon Investments
North Carolina
$1.66K
SC
462
SouthState Corp
Florida
$1.56K -$2.03K -33 -59%
WCM
463
WealthTrak Capital Management
Virginia
$1.56K +$123 +2 +10%
SWM
464
Spire Wealth Management
Virginia
$1.56K +$1.41K +23 New
HFS
465
Hughes Financial Services
Virginia
$1.34K +$61 +1 +6%
SIC
466
SJS Investment Consulting
Ohio
$1.25K -$860 -14 -44%
HWP
467
Highline Wealth Partners
California
$1.25K
AAS
468
Ameritas Advisory Services
Nebraska
$1.14K +$1.04K +17 New
PWA
469
Principia Wealth Advisory
Texas
$1.14K +$1.04K +17 New
CH
470
Cromwell Holdings
Wyoming
$1.04K +$921 +15 New
KG
471
Kilter Group
New York
$1.04K +$921 +15 New
AW
472
Avion Wealth
Texas
$1K +$921 +15 New
HIA
473
HFM Investment Advisors
New Jersey
$934 +$553 +9 +180%
BFS
474
Bare Financial Services
Pennsylvania
$830
RWM
475
Rialto Wealth Management
New York
$727 -$2.46K -40 -78%

SF Hedge Fund Activity: Q2 2025 in Review

487 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2025, worth a combined $9.31B — up 10% from $8.43B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SF and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 168 added.

The largest buyer was Boston Partners, adding an estimated $207M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $57.3M.

  • 487 institutional investors held Stifel (SF) as of Q2 2025, down from 521 in Q1 2025.
  • Funds reported $9.31B of Stifel stock for Q2 2025, up 10% quarter-over-quarter.
  • 56 funds opened new Stifel positions in Q2 2025 and 84 closed out, a net change of -28 holders.
  • The largest Stifel buyer in Q2 2025 was Boston Partners, an estimated $207M added.
  • The largest Stifel seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2025.