507 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+66
Holders Change %
+14.97%
% of All Funds
6.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
161
Reduced
172
Closed
21
Calls
$26.4M
Puts
$10.5M
Net Calls
+$15.9M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Shares
Change %
SPF
476
South Plains Financial
Texas
$3.82K +$3.82K +36 New
CWC
477
Carolinas Wealth Consulting
North Carolina
$3.29K -$424 -4 -11%
CAL
478
Capital Advisors Ltd
Ohio
$3K
PWMG
479
Prestige Wealth Management Group
New Jersey
$2.97K
SIC
480
SJS Investment Consulting
Ohio
$2.76K +$106 +1 +4%
BF
481
BOK Financial
Oklahoma
$2.7K +$2.29K +22 +550%
MFT
482
Moisand Fitzgerald Tamayo
Florida
$2.65K
DPW
483
DiNuzzo Private Wealth
Pennsylvania
$2.44K
RCM
484
Raleigh Capital Management
North Carolina
$2.12K
AA
485
Addison Advisors
Vermont
$2.02K +$2.02K +19 New
PIM
486
Plato Investment Management
Australia
$1.92K
BIG
487
Brooklyn Investment Group
New York
$1.91K +$1.8K +17 +1,700%
GEA
488
Glen Eagle Advisors
New Jersey
$1.72K
PWA
489
Provenance Wealth Advisors
Florida
$1.49K
S
490
Sachetta
Massachusetts
$1.06K -$4.14K -39 -80%
HCP
491
Hexagon Capital Partners
Arkansas
$1.06K +$1.06K +10 New
GFPC
492
Global Financial Private Client
Florida
$849 +$849 +8 New
FMP
493
Financial Management Professionals
Texas
$743
Amundi
494
Amundi
France
$651 -$1.87M -17,240 -100%
WCM
495
WealthTrak Capital Management
Virginia
$531 +$531 +5 New
HWA
496
HHM Wealth Advisors
Tennessee
$425 +$425 +4 New
WWP
497
WR Wealth Planners
Missouri
$424
PWM
498
Parkworth Wealth Management
California
$424 +$424 +4 New
NC
499
NewSquare Capital
Pennsylvania
$424 +$424 +4 New
AF
500
Advisornet Financial
Minnesota
$318 -$3.07K -29 -91%