507 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+66
Holders Change %
+14.97%
% of All Funds
6.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
161
Reduced
172
Closed
21
Calls
$26.4M
Puts
$10.5M
Net Calls
+$15.9M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Shares
Change %
CSWM
501
Cassady Schiller Wealth Management
Ohio
$318 +$318 +3 New
VWA
502
Valued Wealth Advisors
Utah
$214
PWA
503
Principia Wealth Advisory
Texas
$212 +$212 +2 New
TFM
504
TFC Financial Management
Massachusetts
$107
SSG
505
Summit Securities Group
New York
$106 +$106 +1 New
SS
506
SBI Securities
Japan
$106 +$106 +1 New
AWM
507
Activest Wealth Management
Florida
$106 +$106 +1 New
GC
508
Guggenheim Capital
Illinois
-$13M -138,941 Closed
CAM
509
Cresset Asset Management
Illinois
-$1.2M -12,787 Closed
NYLIM
510
New York Life Investment Management
New York
-$1.07M -11,354 Closed
I
511
InceptionR
California
-$831K -8,850 Closed
FNA
512
First National Advisers
Nebraska
-$689K -7,337 Closed
KTA
513
Keeley-Teton Advisors
Illinois
-$628K -6,686 Closed
TCM
514
Teza Capital Management
Illinois
-$572K -6,087 Closed
OC
515
Oppenheimer & Co
New York
-$522K -5,564 Closed
Cambridge Investment Research Advisors
516
Cambridge Investment Research Advisors
Iowa
-$487K -5,185 Closed
KNFPWM
517
Keeler & Nadler Financial Planning & Wealth Management
Ohio
-$397K -4,227 Closed
AC
518
AXQ Capital
New Jersey
-$393K -4,186 Closed
NC
519
nVerses Capital
Florida
-$300K -3,200 Closed
MAM
520
Martingale Asset Management
Massachusetts
-$286K -3,042 Closed
FTDI
521
First Trust Direct Indexing
Massachusetts
-$274K -2,915 Closed
OAM
522
Origin Asset Management
United Kingdom
-$231K -2,460 Closed
BCM
523
Bayesian Capital Management
New York
-$207K -2,205 Closed
WPW
524
Waldron Private Wealth
Pennsylvania
-$34.1K -363 Closed
NS
525
NBC Securities
Alabama
-$30K -322 Closed