487 hedge funds and large institutions have $9.32B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 193 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 193

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
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
$13M
Puts
$3.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
476
Stephens Consulting
Michigan
$727
FMP
477
Financial Management Professionals
Texas
$726
AF
478
Advisornet Financial
Minnesota
$726
PWA
479
Physician Wealth Advisors
Utah
$623
BHWM
480
Bay Harbor Wealth Management
Maryland
$518
PWM
481
Parkworth Wealth Management
California
$415
VWA
482
Valued Wealth Advisors
Utah
$212
AWM
483
Activest Wealth Management
Florida
$208
ACA
484
American Capital Advisory
Idaho
$104
SS
485
SBI Securities
Japan
$104
TFM
486
TFC Financial Management
Massachusetts
$104
TIM
487
Tortoise Investment Management
New York
$104
Assenagon Asset Management
488
Assenagon Asset Management
Luxembourg
CF
489
Corebridge Financial
Texas
CPC
490
Cookson Peirce & Co
Pennsylvania
PFMOSF
491
Philadelphia Financial Management of San Francisco
California
Jane Street
492
Jane Street
New York
MF
493
Magnetar Financial
Illinois
CSS
494
Cubist Systematic Strategies
Connecticut
TI
495
Trexquant Investment
Connecticut
Two Sigma Investments
496
Two Sigma Investments
New York
CCIA
497
Campbell & Co Investment Adviser
Maryland
TC
498
TwinBeech Capital
New York
CIC
499
Chase Investment Counsel
Virginia
Caisse de Depot et Placement du Quebec (CDPQ)
500
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada