541 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
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
$15.4M
Puts
$408K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
501
Millstone Evans Group
Colorado
$5.45K
WB
502
Webster Bank
Connecticut
$4.77K
PWMG
503
Private Wealth Management Group
New Jersey
$4.43K
SGK
504
Steigerwald Gordon & Koch
Virginia
$4.2K
PMFA
505
Plante Moran Financial Advisors
Michigan
$4.08K
CAL
506
Capital Advisors Ltd
Ohio
$4K
PWMG
507
Prestige Wealth Management Group
New Jersey
$3.18K
HNW
508
High Note Wealth
Minnesota
$3.18K
CCM
509
Cloud Capital Management
Washington
$3K
S
510
Sachetta
Massachusetts
$2.95K
JSAM
511
J. Safra Asset Management
New York
$2.95K
MFT
512
Moisand Fitzgerald Tamayo
Florida
$2.84K
GA
513
Guerra Advisors
Florida
$2.84K
DPW
514
DiNuzzo Private Wealth
Pennsylvania
$2.65K
CPG
515
Cornerstone Planning Group
New Jersey
$2.64K
MCM
516
Manchester Capital Management
Vermont
$2.61K
PWA
517
Physician Wealth Advisors
Utah
$2.38K
AFG
518
Albion Financial Group
Utah
$2.04K
CFO
519
CVA Family Office
Colorado
$1.93K
GEA
520
Glen Eagle Advisors
New Jersey
$1.87K
EWP
521
Elevation Wealth Partners
California
$1.7K
SWM
522
Spire Wealth Management
Virginia
$1.7K
HFS
523
Hughes Financial Services
Virginia
$1.46K
HWP
524
Highline Wealth Partners
California
$1.36K
SC
525
SouthState Corp
Florida
$1.14K