487 hedge funds and large institutions have $9.32B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 193 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 193

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
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
$13M
Puts
$3.34M
Net Calls
Net Calls Change
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
BF
455
BOK Financial
Oklahoma
$2.7K
MFT
456
Moisand Fitzgerald Tamayo
Florida
$2.6K
DPW
457
DiNuzzo Private Wealth
Pennsylvania
$2.39K
HNW
458
High Note Wealth
Minnesota
$2.08K
CFO
459
CVA Family Office
Colorado
$1.76K
GEA
460
Glen Eagle Advisors
New Jersey
$1.7K
HI
461
Horizon Investments
North Carolina
$1.66K
SC
462
SouthState Corp
Florida
$1.56K
WCM
463
WealthTrak Capital Management
Virginia
$1.56K
SWM
464
Spire Wealth Management
Virginia
$1.56K
HFS
465
Hughes Financial Services
Virginia
$1.34K
SIC
466
SJS Investment Consulting
Ohio
$1.25K
HWP
467
Highline Wealth Partners
California
$1.25K
PWA
468
Principia Wealth Advisory
Texas
$1.14K
AAS
469
Ameritas Advisory Services
Nebraska
$1.14K
CH
470
Cromwell Holdings
Wyoming
$1.04K
KG
471
Kilter Group
New York
$1.04K
AW
472
Avion Wealth
Texas
$1K
HIA
473
HFM Investment Advisors
New Jersey
$934
BFS
474
Bare Financial Services
Pennsylvania
$830
RWM
475
Rialto Wealth Management
New York
$727