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Stifel
SF

Overview Fund Activity

479 hedge funds and large institutions have $9.3B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 84 closing their positions.

Holders
479
Holders Change
-40
Holders Change %
-7.71%
% of All Funds
6.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
166
Reduced
189
Closed
84
Calls
$8.89M
Puts
$2.44M
Net Calls
+$6.46M
Net Calls Change
-$1.77M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$241M
2
Norges Bank
2
Norges Bank
Norway
$143M
3
Millennium Management
3
Millennium Management
New York
$207M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$104M
5
Victory Capital Management
5
Victory Capital Management
Texas
$80.3M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$70.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$932M
3
Morgan Stanley
3
Morgan Stanley
New York
$159M
4
Goldman Sachs
4
Goldman Sachs
New York
$53.8M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$233M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$99.1M 955,099 -30,674 -3%
CCM
27
Channing Capital Management
Illinois
$91.9M 885,441 +61,343 +7%
Principal Financial Group
28
Principal Financial Group
Iowa
$86.3M 831,631 -58,397 -7%
Victory Capital Management
29
Victory Capital Management
Texas
$80.3M 773,702 +686,943 +792%
Fuller & Thaler Asset Management
30
Fuller & Thaler Asset Management
California
$70.7M 681,134 -622,522 -48%
SAM
31
Silvercrest Asset Management
New York
$69.1M 665,731 -123,693 -16%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$67.2M 647,652 +18,691 +3%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$64.1M 617,855 -8,046 -1%
Goldman Sachs
34
Goldman Sachs
New York
$53.8M 518,804 -367,903 -41%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$51.3M 494,728 -7,252 -1%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$49.2M 474,559 +70,330 +17%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$47.6M 458,185 +80,770 +21%
UBS AM
38
UBS AM
Illinois
$45.7M 440,811 +131,368 +42%
Walleye Capital
39
Walleye Capital
New York
$45.3M 436,350 +161,984 +59%
SFM
40
Systematic Financial Management
New Jersey
$43.5M 418,682 +5,184 +1%
KCM
41
Kennedy Capital Management
Missouri
$42.5M 409,577 +10,648 +3%
VLKIM
42
Van Lanschot Kempen Investment Management
Netherlands
$42.1M 405,548 +405,548 New
Wells Fargo
43
Wells Fargo
California
$32.9M 316,986 +6,170 +2%
LSV Asset Management
44
LSV Asset Management
Illinois
$30.4M 293,102 -261,430 -47%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$30.4M 292,803 +1,201 +0.4%
Barclays
46
Barclays
United Kingdom
$28.8M 277,086 +181,024 +188%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$27.7M 266,756 -1,414 -0.5%
NL
48
Nuveen LLC
North Carolina
$27.4M 263,562 -39,473 -13%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$25.4M 244,909 -153,724 -39%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$25.3M 243,677 -17,174 -7%
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