SF

Stifel

625 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 260 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
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
$12.9M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
451
Meiji Yasuda Asset Management
Japan
$260K
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$256K
KAM
453
Knightsbridge Asset Management
California
$251K
CTB
454
Country Trust Bank
Illinois
$249K
PA
455
Profund Advisors
Maryland
$247K
SIA
456
Serenity Investment Advisors
Illinois
$246K
PCM
457
Princeton Capital Management
New Jersey
$244K
AB
458
ANB Bank
Colorado
$244K
DWM
459
Diversify Wealth Management
Utah
$244K
SMC
460
Smith, Moore & Co
Missouri
$243K
PS
461
Principal Securities
Iowa
$242K
CG
462
Caprock Group
Idaho
$239K
Lido Advisors
463
Lido Advisors
California
$239K
Walleye Trading
464
Walleye Trading
New York
$238K
S
465
SignatureFD
Georgia
$237K
HI
466
Horizon Investments
North Carolina
$232K
ECSS
467
Eurizon Capital SGR SpA
$232K
EPIMS
468
Evelyn Partners Investment Management Services
$231K
BP
469
Ballentine Partners
Massachusetts
$230K
ETC
470
Exchange Traded Concepts
Oklahoma
$229K
MAP
471
Moody Aldrich Partners
Massachusetts
$229K
NW
472
NewEdge Wealth
Pennsylvania
$228K
GPWM
473
Grant Private Wealth Management
California
$227K
WCM
474
Winebrenner Capital Management
Kentucky
$226K
WWC
475
Waypoint Wealth Counsel
Georgia
$225K