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Stifel

629 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 261 increasing their positions, 244 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $2.35M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

7% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 244

0% more funds holding

Funds holding: 627629 (+2)

0.2% more ownership

Funds ownership: 132.46%132.66% (+0.2%)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$998M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
629
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
7.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
78
Increased
261
Reduced
244
Closed
66
Calls
$12.9M
Puts
$2.35M
Net Calls
+$10.5M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
NW
476
NewEdge Wealth
Pennsylvania
$228K +$18.3K +230 +8%
GPWM
477
Grant Private Wealth Management
California
$227K
WCM
478
Winebrenner Capital Management
Kentucky
$226K
WWC
479
Waypoint Wealth Counsel
Georgia
$225K -$6.35K -80 -3%
VT
480
Vise Technologies
New York
$219K -$69.6K -876 -33%
HIP
481
HUB Investment Partners
Texas
$216K +$232K +2,927 New
WorldQuant Millennium Advisors
482
WorldQuant Millennium Advisors
New York
$216K +$232K +2,919 New
PE
483
PCM Encore
Colorado
$213K +$3.02K +38 +1%
BAAM
484
Baker Avenue Asset Management
California
$209K +$224K +2,825 New
SRC
485
Sage Rhino Capital
California
$202K +$7.78K +98 +4%
BNP Paribas Asset Management
486
BNP Paribas Asset Management
France
$198K -$62.7K -789 -23%
UB
487
UMB Bank
Missouri
$197K +$10.7K +135 +5%
Acadian Asset Management
488
Acadian Asset Management
Massachusetts
$197K +$212K +2,672 New
VCM
489
Versant Capital Management
Arizona
$189K +$45.4K +572 +29%
JFGIW
490
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$187K -$79 -1 -0%
AAP
491
Arax Advisory Partners
Colorado
$178K +$108K +1,354 +129%
AIM
492
Acropolis Investment Management
Missouri
$158K +$170K +2,137 New
TPCW
493
TD Private Client Wealth
New York
$157K +$24.8K +312 +17%
HNB
494
Hilltop National Bank
Wyoming
$149K -$79 -1 -0%
KAS
495
Kemnay Advisory Services
New York
$142K +$31.5K +397 +26%
HFS
496
Hantz Financial Services
Michigan
$141K -$23.6K -297 -13%
Nomura Asset Management
497
Nomura Asset Management
Japan
$140K -$2.94K -37 -2%
FC
498
Financial Consulate
Maryland
$138K -$79 -1 -0.1%
DWP
499
Destiny Wealth Partners
Florida
$137K +$147K +1,852 New
WBC
500
Westpac Banking Corp
Australia
$123K +$132K +1,659 New