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SF

Stifel

487 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.34M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $8.43B → $9.31B (+$881M)

1.64% more ownership

Funds ownership: 129.37%131.01% (+1.6%)

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 192

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
-34
Holders Change %
-6.53%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
168
Reduced
192
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$99.1M -$2.83M -46,011 -3%
CCM
27
Channing Capital Management
Illinois
$91.9M +$5.65M +92,015 +7%
Principal Financial Group
28
Principal Financial Group
Iowa
$86.3M -$5.38M -87,595 -7%
Victory Capital Management
29
Victory Capital Management
Texas
$80.3M +$63.3M +1,030,414 +792%
Fuller & Thaler Asset Management
30
Fuller & Thaler Asset Management
California
$70.7M -$57.3M -933,783 -48%
SAM
31
Silvercrest Asset Management
New York
$69.1M -$11.4M -185,539 -16%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$67.2M +$1.72M +28,036 +3%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$64.1M -$741K -12,069 -1%
Goldman Sachs
34
Goldman Sachs
New York
$53.8M -$33.9M -551,855 -41%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$51.3M -$668K -10,878 -1%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$49.2M +$6.48M +105,495 +17%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$47.6M +$7.44M +121,155 +21%
UBS AM
38
UBS AM
Illinois
$45.7M +$12.1M +197,052 +42%
Walleye Capital
39
Walleye Capital
New York
$45.3M +$14.9M +242,976 +59%
SFM
40
Systematic Financial Management
New Jersey
$43.5M +$478K +7,776 +1%
KCM
41
Kennedy Capital Management
Missouri
$42.5M +$981K +15,972 +3%
VLKIM
42
Van Lanschot Kempen Investment Management
Netherlands
$42.1M +$37.4M +608,322 New
Wells Fargo
43
Wells Fargo
California
$32.9M +$568K +9,255 +2%
LSV Asset Management
44
LSV Asset Management
Illinois
$30.4M -$24.1M -392,145 -47%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$30.4M +$111K +1,802 +0.4%
Barclays
46
Barclays
United Kingdom
$28.8M +$16.7M +271,536 +188%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$27.7M -$130K -2,121 -0.5%
N
48
Nuveen
North Carolina
$27.4M -$3.64M -59,210 -13%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$25.4M -$14.2M -230,586 -39%
JP Morgan Chase
50
JP Morgan Chase
New York
$25.3M -$1.58M -25,761 -7%

SF Hedge Fund Activity: Q2 2025 in Review

487 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2025, worth a combined $9.31B — up 10% from $8.43B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SF and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 168 added.

The largest buyer was Boston Partners, adding an estimated $207M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $57.3M.

  • 487 institutional investors held Stifel (SF) as of Q2 2025, down from 521 in Q1 2025.
  • Funds reported $9.31B of Stifel stock for Q2 2025, up 10% quarter-over-quarter.
  • 56 funds opened new Stifel positions in Q2 2025 and 84 closed out, a net change of -28 holders.
  • The largest Stifel buyer in Q2 2025 was Boston Partners, an estimated $207M added.
  • The largest Stifel seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2025.