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Stifel

629 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 261 increasing their positions, 244 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $2.35M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

7% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 244

0% more funds holding

Funds holding: 627629 (+2)

0.2% more ownership

Funds ownership: 132.46%132.66% (+0.2%)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$998M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
629
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
7.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
78
Increased
261
Reduced
244
Closed
66
Calls
$12.9M
Puts
$2.35M
Net Calls
+$10.5M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
451
Mount Yale Investment Advisors
Colorado
$278K +$299K +3,761 New
RS
452
R Squared
Hong Kong
$277K -$173K -2,180 -37%
MM
453
MQS Management
New York
$277K +$298K +3,749 New
KCP
454
Kera Capital Partners
California
$273K -$54.5K -686 -16%
MYAM
455
Meiji Yasuda Asset Management
Japan
$260K +$953 +12 +0.3%
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$256K +$6.51K +82 +2%
KAM
457
Knightsbridge Asset Management
California
$251K +$78.5K +988 +41%
CTB
458
Country Trust Bank
Illinois
$249K
PA
459
Profund Advisors
Maryland
$247K +$5.88K +74 +2%
SIA
460
Serenity Investment Advisors
Illinois
$246K
PCM
461
Princeton Capital Management
New Jersey
$244K
AB
462
ANB Bank
Colorado
$244K +$2.22K +28 +0.9%
DWM
463
Diversify Wealth Management
Utah
$244K +$250K +3,149 New
SMC
464
Smith, Moore & Co
Missouri
$243K -$36.8K -464 -12%
PS
465
Principal Securities
Iowa
$242K +$30.6K +385 +13%
CG
466
Caprock Group
Idaho
$239K -$195K -2,454 -43%
Lido Advisors
467
Lido Advisors
California
$239K +$45.7K +575 +22%
Walleye Trading
468
Walleye Trading
New York
$238K +$98.5K +1,241 +63%
S
469
SignatureFD
Georgia
$237K +$48.6K +612 +24%
HI
470
Horizon Investments
North Carolina
$232K -$7.27M -91,490 -97%
ECSS
471
Eurizon Capital SGR SpA
$232K -$113K -1,418 -31%
EPIMS
472
Evelyn Partners Investment Management Services
$231K
BP
473
Ballentine Partners
Massachusetts
$230K -$21K -265 -8%
ETC
474
Exchange Traded Concepts
Oklahoma
$229K -$97.6K -1,229 -28%
MAP
475
Moody Aldrich Partners
Massachusetts
$229K -$5.64K -71 -2%