We are live on ! Find out more
SF

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
SOW
501
State of Wyoming
Wyoming
$122K -$1.59K -20 -1%
RFP
502
Root Financial Partners
California
$113K +$73.3K +923 +154%
DekaBank Deutsche Girozentrale
503
DekaBank Deutsche Girozentrale
Germany
$110K -$59.2K -745 -33%
SIC
504
SJS Investment Consulting
Ohio
$94.3K +$38.9K +490 +62%
BBHC
505
Brown Brothers Harriman & Co
New York
$89.9K -$79 -1 -0.1%
ASN
506
Advisory Services Network
Georgia
$82.2K +$88.3K +1,112 New
MG
507
Mather Group
Illinois
$78.1K +$83.9K +1,056 New
BC
508
Bayforest Capital
United Kingdom
$77.8K +$63K +793 +305%
BGAI
509
Bruce G. Allen Investments
Colorado
$75.6K -$1.35K -17 -2%
Bessemer Group
510
Bessemer Group
New Jersey
$74K -$25.9K -326 -24%
QC
511
Quent Capital
New York
$73.5K +$9.21K +116 +13%
HI
512
Harbour Investments
Wisconsin
$69K +$64.3K +810 +659%
TWD
513
True Wealth Design
Ohio
$68.2K +$17.2K +217 +31%
MA
514
Montag & Associates
Georgia
$64.8K -$79 -1 -0.1%
SAM
515
Smartleaf Asset Management
Massachusetts
$60.8K -$24.8K -312 -27%
WPA
516
Wealth Preservation Advisors
Tennessee
$59.5K +$63.9K +805 New
CFB
517
Cullen/Frost Bankers
Texas
$58.4K +$15.1K +190 +32%
ACM
518
Aster Capital Management
United Arab Emirates
$56.8K -$38.8K -488 -45%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$52.9K +$1.35K +17 +2%
PH
520
Pinnacle Holdings
Oklahoma
$50.2K -$159 -2 -0.3%
PPC
521
Park Place Capital
Alabama
$48.6K -$79 -1 -0.2%
HNB
522
Huntington National Bank
Ohio
$44.3K -$79 -1 -0.2%
WG
523
Wellington Group
Indiana
$37K -$3.57K -45 -8%
HPC
524
HM Payson & Co
Maine
$36.4K
JEST
525
JTC Employer Solutions Trustee
Jersey
$36K -$79 -1 -0.2%