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Stifel
SF

Overview Fund Activity

482 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-37
Holders Change %
-7.13%
% of All Funds
6.46%
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
167
Reduced
191
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$241M
2
Millennium Management
Millennium Management
New York
$207M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$104M
4
Victory Capital Management
Victory Capital Management
Texas
$80.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$315M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$53.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
476
Parkworth Wealth Management
California
$415 – – –
VWA
477
Valued Wealth Advisors
Utah
$212 – – –
AWM
478
Activest Wealth Management
Florida
$208 -$2.81K -27 -93%
ACA
479
American Capital Advisory
Idaho
$104 -$520 -5 -83%
TFM
480
TFC Financial Management
Massachusetts
$104 – – –
SS
481
SBI Securities
Japan
$104 – – –
TIM
482
Tortoise Investment Management
New York
$104 +$104 +1 New
Assenagon Asset Management
483
Assenagon Asset Management
Luxembourg
– -$13.7M -145,461 Closed
CF
484
Corebridge Financial
Texas
– -$10.6M -112,833 Closed
CPC
485
Cookson Peirce & Co
Pennsylvania
– -$10.5M -111,178 Closed
PFMOSF
486
Philadelphia Financial Management of San Francisco
California
– -$9.33M -98,988 Closed
Jane Street
487
Jane Street
New York
– -$7.56M -80,179 Closed
MF
488
Magnetar Financial
Illinois
– -$7.43M -78,863 Closed
CSS
489
Cubist Systematic Strategies
Connecticut
– -$7.03M -74,625 Closed
TI
490
Trexquant Investment
Connecticut
– -$6.44M -68,288 Closed
Two Sigma Investments
491
Two Sigma Investments
New York
– -$6.4M -67,884 Closed
CCIA
492
Campbell & Co Investment Adviser
Maryland
– -$4.42M -46,920 Closed
TC
493
TwinBeech Capital
New York
– -$4.39M -46,587 Closed
CIC
494
Chase Investment Counsel
Virginia
– -$3.8M -40,330 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
495
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$3.74M -39,700 Closed
TIAM
496
TT International Asset Management
United Kingdom
– -$3.59M -38,126 Closed
OAC
497
OMERS Administration Corp
Ontario, Canada
– -$2.76M -29,300 Closed
Arrowstreet Capital
498
Arrowstreet Capital
Massachusetts
– -$2.53M -26,876 Closed
CFG
499
Clayton Financial Group
Missouri
– -$2.36M -25,012 Closed
APF
500
Alaska Permanent Fund
Alaska
– -$1.86M -21,720 Closed
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