484 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 167 increasing their positions, 192 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: 519484 (-35)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 192

35% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 84

Holders
484
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
PWA
476
Physician Wealth Advisors
Utah
$623
BHWM
477
Bay Harbor Wealth Management
Maryland
$518
PWM
478
Parkworth Wealth Management
California
$415
VWA
479
Valued Wealth Advisors
Utah
$212
AWM
480
Activest Wealth Management
Florida
$208
ACA
481
American Capital Advisory
Idaho
$104
TFM
482
TFC Financial Management
Massachusetts
$104
SS
483
SBI Securities
Japan
$104
TIM
484
Tortoise Investment Management
New York
$104
Assenagon Asset Management
485
Assenagon Asset Management
Luxembourg
CF
486
Corebridge Financial
Texas
CPC
487
Cookson Peirce & Co
Pennsylvania
PFMOSF
488
Philadelphia Financial Management of San Francisco
California
Jane Street
489
Jane Street
New York
MF
490
Magnetar Financial
Illinois
CSS
491
Cubist Systematic Strategies
Connecticut
TI
492
Trexquant Investment
Connecticut
Two Sigma Investments
493
Two Sigma Investments
New York
CCIA
494
Campbell & Co Investment Adviser
Maryland
TC
495
TwinBeech Capital
New York
CIC
496
Chase Investment Counsel
Virginia
Caisse de Depot et Placement du Quebec (CDPQ)
497
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
TIAM
498
TT International Asset Management
United Kingdom
OAC
499
OMERS Administration Corp
Ontario, Canada
Arrowstreet Capital
500
Arrowstreet Capital
Massachusetts