519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
476
True Wealth Design
Ohio
$6.69K
AGWCA
477
Annis Gardner Whiting Capital Advisors
Florida
$6.32K
HI
478
Harbour Investments
Wisconsin
$5.66K
RWS
479
Retirement Wealth Solutions
Wisconsin
$5.24K
NSIM
480
North Star Investment Management
Illinois
$4.47K
BIA
481
Bell Investment Advisors
California
$4.15K
RWM
482
Ruedi Wealth Management
Illinois
$4.05K
PWMG
483
Private Wealth Management Group
New Jersey
$3.68K
SC
484
SouthState Corp
Florida
$3.49K
CA
485
Continuum Advisory
Idaho
$3.39K
RWM
486
Rialto Wealth Management
New York
$3.21K
CAL
487
Capital Advisors Ltd
Ohio
$3K
CWC
488
Carolinas Wealth Consulting
North Carolina
$2.92K
AWM
489
Activest Wealth Management
Florida
$2.73K
MCM
490
Manchester Capital Management
Vermont
$2.64K
PWMG
491
Prestige Wealth Management Group
New Jersey
$2.64K
AA
492
Addison Advisors
Vermont
$2.55K
BF
493
BOK Financial
Oklahoma
$2.45K
MFT
494
Moisand Fitzgerald Tamayo
Florida
$2.36K
GFPC
495
Global Financial Private Client
Florida
$2.36K
DPW
496
DiNuzzo Private Wealth
Pennsylvania
$2.26K
FPF
497
First Pacific Financial
Washington
$2.07K
SIC
498
SJS Investment Consulting
Ohio
$1.98K
GEA
499
Glen Eagle Advisors
New Jersey
$1.54K
HI
500
Horizon Investments
North Carolina
$1.51K