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SF

Stifel

487 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.34M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $8.43B → $9.31B (+$881M)

1.64% more ownership

Funds ownership: 129.37%131.01% (+1.6%)

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 192

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
-34
Holders Change %
-6.53%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
168
Reduced
192
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
476
Stephens Consulting
Michigan
$727 +$676 +11 New
FMP
477
Financial Management Professionals
Texas
$726
AF
478
Advisornet Financial
Minnesota
$726 +$491 +8 +267%
PWA
479
Physician Wealth Advisors
Utah
$623 +$553 +9 New
BHWM
480
Bay Harbor Wealth Management
Maryland
$518 +$184 +3 +60%
PWM
481
Parkworth Wealth Management
California
$415
VWA
482
Valued Wealth Advisors
Utah
$212
AWM
483
Activest Wealth Management
Florida
$208 -$2.52K -41 -93%
ACA
484
American Capital Advisory
Idaho
$104 -$430 -7 -78%
SS
485
SBI Securities
Japan
$104
TFM
486
TFC Financial Management
Massachusetts
$104
TIM
487
Tortoise Investment Management
New York
$104 +$123 +2 New
Assenagon Asset Management
488
Assenagon Asset Management
Luxembourg
-$13.7M -218,192 Closed
CF
489
Corebridge Financial
Texas
-$10.6M -169,250 Closed
CPC
490
Cookson Peirce & Co
Pennsylvania
-$10.5M -166,767 Closed
PFMOSF
491
Philadelphia Financial Management of San Francisco
California
-$9.33M -148,482 Closed
Jane Street
492
Jane Street
New York
-$7.39M -120,269 Closed
MF
493
Magnetar Financial
Illinois
-$7.43M -118,295 Closed
CSS
494
Cubist Systematic Strategies
Connecticut
-$7.03M -111,938 Closed
TI
495
Trexquant Investment
Connecticut
-$6.44M -102,432 Closed
Two Sigma Investments
496
Two Sigma Investments
New York
-$6.4M -101,826 Closed
CCIA
497
Campbell & Co Investment Adviser
Maryland
-$4.42M -70,380 Closed
TC
498
TwinBeech Capital
New York
-$4.39M -69,881 Closed
CIC
499
Chase Investment Counsel
Virginia
-$3.8M -60,495 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
500
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$3.74M -59,550 Closed

SF Hedge Fund Activity: Q2 2025 in Review

487 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2025, worth a combined $9.31B — up 10% from $8.43B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SF and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 168 added.

The largest buyer was Boston Partners, adding an estimated $207M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $57.3M.

  • 487 institutional investors held Stifel (SF) as of Q2 2025, down from 521 in Q1 2025.
  • Funds reported $9.31B of Stifel stock for Q2 2025, up 10% quarter-over-quarter.
  • 56 funds opened new Stifel positions in Q2 2025 and 84 closed out, a net change of -28 holders.
  • The largest Stifel buyer in Q2 2025 was Boston Partners, an estimated $207M added.
  • The largest Stifel seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2025.