484 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 167 increasing their positions, 192 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: 519484 (-35)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 192

35% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 84

Holders
484
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
S
451
Sachetta
Massachusetts
$2.7K
BF
452
BOK Financial
Oklahoma
$2.7K
MFT
453
Moisand Fitzgerald Tamayo
Florida
$2.6K
DPW
454
DiNuzzo Private Wealth
Pennsylvania
$2.39K
HNW
455
High Note Wealth
Minnesota
$2.08K
CFO
456
CVA Family Office
Colorado
$1.76K
GEA
457
Glen Eagle Advisors
New Jersey
$1.7K
HI
458
Horizon Investments
North Carolina
$1.66K
SC
459
SouthState Corp
Florida
$1.56K
WCM
460
WealthTrak Capital Management
Virginia
$1.56K
SWM
461
Spire Wealth Management
Virginia
$1.56K
HFS
462
Hughes Financial Services
Virginia
$1.34K
SIC
463
SJS Investment Consulting
Ohio
$1.25K
HWP
464
Highline Wealth Partners
California
$1.25K
AAS
465
Ameritas Advisory Services
Nebraska
$1.14K
PWA
466
Principia Wealth Advisory
Texas
$1.14K
CH
467
Cromwell Holdings
Wyoming
$1.04K
KG
468
Kilter Group
New York
$1.04K
AW
469
Avion Wealth
Texas
$1K
HIA
470
HFM Investment Advisors
New Jersey
$934
BFS
471
Bare Financial Services
Pennsylvania
$830
RWM
472
Rialto Wealth Management
New York
$727
SC
473
Stephens Consulting
Michigan
$727
FMP
474
Financial Management Professionals
Texas
$726
AF
475
Advisornet Financial
Minnesota
$726