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Stifel
SF

Overview Fund Activity

482 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-37
Holders Change %
-7.13%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
167
Reduced
191
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$241M
2
Millennium Management
Millennium Management
New York
$207M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$104M
4
Victory Capital Management
Victory Capital Management
Texas
$80.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$315M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$53.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
501
Dynamic Technology Lab
Singapore
– -$1.99M -21,070 Closed
YIH
502
Y-Intercept (HK)
Hong Kong
– -$1.89M -20,009 Closed
Sumitomo Mitsui Trust Group
503
Sumitomo Mitsui Trust Group
Japan
– -$1.65M -17,479 Closed
Two Sigma Advisers
504
Two Sigma Advisers
New York
– -$1.38M -14,638 Closed
PD
505
Point72 (DIFC)
United Arab Emirates
– -$1.35M -14,282 Closed
FRM
506
Fox Run Management
Connecticut
– -$1.24M -13,124 Closed
FC
507
FORA Capital
Florida
– -$1.21M -12,818 Closed
Asset Management One
508
Asset Management One
Japan
– -$1.16M -12,355 Closed
PHK
509
Point72 Hong Kong
Hong Kong
– -$1.16M -12,278 Closed
GCP
510
GSA Capital Partners
United Kingdom
– -$1.14M -12,084 Closed
Mackenzie Financial
511
Mackenzie Financial
Ontario, Canada
– -$1.07M -11,326 Closed
VI
512
Versor Investments
New York
– -$1.06M -11,288 Closed
AC
513
AXQ Capital
New Jersey
– -$1.04M -11,044 Closed
EMPI
514
Elo Mutual Pension Insurance
Finland
– -$997K -10,578 Closed
PTC
515
Petrus Trust Company
Texas
– -$948K -10,054 Closed
IFU
516
iSAM Funds (UK)
United Kingdom
– -$876K -9,294 Closed
PI
517
PineBridge Investments
New York
– -$841K -8,921 Closed
JF
518
Jump Financial
Illinois
– -$833K -8,835 Closed
II
519
Inspire Investing
Idaho
– -$743K -7,884 Closed
MWPCG
520
Measured Wealth Private Client Group
New Hampshire
– -$735K -7,802 Closed
OTL
521
Oak Thistle LLC
New York
– -$651K -6,911 Closed
1C
522
111 Capital
France
– -$643K -6,821 Closed
Allianz Asset Management
523
Allianz Asset Management
Germany
– -$639K -6,779 Closed
USAA
524
United Services Automobile Association
Texas
– -$628K -6,685 Closed
FIA
525
Foundations Investment Advisors
Arizona
– -$619K -6,565 Closed
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