541 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
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
$15.4M
Puts
$408K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
476
Osterweis Capital Management
California
$24.1K
RA
477
Rise Advisors
New York
$23.5K
TWD
478
True Wealth Design
Ohio
$20.7K
Optiver Holding
479
Optiver Holding
Netherlands
$20.4K
SL
480
Salomon & Ludwin
Virginia
$19.3K
FFO
481
Fortitude Family Office
Arizona
$18.5K
SIC
482
Salem Investment Counselors
North Carolina
$17K
CTC
483
Central Trust Company
Missouri
$16.9K
AGWCA
484
Annis Gardner Whiting Capital Advisors
Florida
$16.3K
CFD
485
Creative Financial Designs
Indiana
$16.2K
JWM
486
JPL Wealth Management
Colorado
$15.9K
WA
487
WPG Advisers
Maryland
$15.7K
JWA
488
JFS Wealth Advisors
Pennsylvania
$11.3K
DWM
489
Dogwood Wealth Management
Kansas
$11K
FFA
490
Frazier Financial Advisors
Ohio
$10.7K
WTC
491
WhitTier Trust Company
Nevada
$10.3K
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$10.1K
RWS
493
Retirement Wealth Solutions
Wisconsin
$8.74K
FPF
494
First Pacific Financial
Washington
$7.38K
SS
495
Sunbelt Securities
Texas
$7.04K
HI
496
Harbour Investments
Wisconsin
$6.81K
PTC
497
Private Trust Company
Ohio
$6.64K
BIA
498
Bell Investment Advisors
California
$6.47K
NSIM
499
North Star Investment Management
Illinois
$6.11K
W
500
WealthCollab
Washington
$5.79K