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
Holders
519
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
77
Increased
205
Reduced
148
Closed
53
Calls
$15.1M
Puts
$6.86M
Net Calls
+$8.23M
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Shares
Change %
TWD
476
True Wealth Design
Ohio
$6.69K +$6.69K +71 New
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 +$94 +1 +2%
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 +$3.49K +37 New
CA
485
Continuum Advisory
Idaho
$3.39K
RWM
486
Rialto Wealth Management
New York
$3.21K +$3.21K +34 New
CAL
487
Capital Advisors Ltd
Ohio
$3K
CWC
488
Carolinas Wealth Consulting
North Carolina
$2.92K
AWM
489
Activest Wealth Management
Florida
$2.73K +$2.64K +28 +2,800%
MCM
490
Manchester Capital Management
Vermont
$2.64K -$10.1K -107 -79%
PWMG
491
Prestige Wealth Management Group
New Jersey
$2.64K
AA
492
Addison Advisors
Vermont
$2.55K +$754 +8 +42%
BF
493
BOK Financial
Oklahoma
$2.45K
MFT
494
Moisand Fitzgerald Tamayo
Florida
$2.36K
GFPC
495
Global Financial Private Client
Florida
$2.36K +$1.6K +17 +213%
DPW
496
DiNuzzo Private Wealth
Pennsylvania
$2.26K +$94 +1 +4%
FPF
497
First Pacific Financial
Washington
$2.07K +$2.07K +22 New
SIC
498
SJS Investment Consulting
Ohio
$1.98K -$471 -5 -19%
GEA
499
Glen Eagle Advisors
New Jersey
$1.54K
HI
500
Horizon Investments
North Carolina
$1.51K +$1.51K +16 New