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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
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$90.6M +$1.45M +18,231 +2%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$90.1M +$26.4M +332,558 +38%
Goldman Sachs
28
Goldman Sachs
New York
$82.2M -$23.2M -291,960 -21%
Principal Financial Group
29
Principal Financial Group
Iowa
$79.5M -$859K -10,815 -1%
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$69.5M +$74.7M +940,283 New
Victory Capital Management
31
Victory Capital Management
Texas
$64.3M -$5.6M -70,511 -8%
UBS Group
32
UBS Group
Switzerland
$58M +$18.5M +232,616 +42%
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$53.7M +$57.7M +726,138 New
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$51M -$18.7M -235,702 -25%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$49.9M +$7.21M +90,839 +16%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$49.8M +$9.68M +121,891 +22%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$47.3M +$1.45M +18,235 +3%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$46M +$15M +188,305 +43%
SFM
39
Systematic Financial Management
New Jersey
$45.6M -$293K -3,686 -0.6%
AU
40
Algebris (UK)
United Kingdom
$44.6M +$10.1M +127,617 +27%
SAM
41
Silvercrest Asset Management
New York
$43.9M -$11.4M -142,956 -19%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$42.3M -$3.92M -49,393 -8%
Invesco
43
Invesco
Georgia
$41.2M -$126M -1,585,037 -74%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$37.5M +$725K +9,128 +2%
Amundi
45
Amundi
France
$36.3M +$10.1M +127,694 +35%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$36.2M +$31.7M +399,044 +439%
Barclays
47
Barclays
United Kingdom
$36M +$24.1M +303,611 +165%
KCM
48
Kennedy Capital Management
Missouri
$35.9M -$7.24M -91,197 -16%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$33.7M +$32.8M +412,710 +956%
Walleye Capital
50
Walleye Capital
New York
$32.8M +$8.07M +101,669 +30%