519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
77
Increased
205
Reduced
148
Closed
53
Calls
$15.1M
Puts
$6.86M
Net Calls
+$8.23M
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
501
Provenance Wealth Advisors
Florida
$1.32K
WCM
502
WealthTrak Capital Management
Virginia
$1.32K +$849 +9 +180%
HWP
503
Highline Wealth Partners
California
$1.13K +$1.13K +12 New
HFS
504
Hughes Financial Services
Virginia
$1.04K +$1.04K +11 New
PWAM
505
Private Wealth Asset Management
Iowa
$1.04K +$1.04K +11 New
HFS
506
Hantz Financial Services
Michigan
$1K +$1K +7 New
S
507
Sachetta
Massachusetts
$943
BFS
508
Bare Financial Services
Pennsylvania
$754 +$754 +8 New
FMP
509
Financial Management Professionals
Texas
$660
ACA
510
American Capital Advisory
Idaho
$566 +$566 +6 New
HWA
511
HHM Wealth Advisors
Tennessee
$378
PWM
512
Parkworth Wealth Management
California
$377
HIA
513
HFM Investment Advisors
New Jersey
$283 +$283 +3 New
BHWM
514
Bay Harbor Wealth Management
Maryland
$282 +$282 +3 New
VWA
515
Valued Wealth Advisors
Utah
$192
AF
516
Advisornet Financial
Minnesota
$189 -$95 -1 -33%
MCM
517
MV Capital Management
Maryland
$189 +$189 +2 New
TFM
518
TFC Financial Management
Massachusetts
$95
SS
519
SBI Securities
Japan
$94
Norges Bank
520
Norges Bank
Norway
-$137M -1,295,699 Closed
LIP
521
Lighthouse Investment Partners
Florida
-$10.5M -99,187 Closed
EP
522
Edgestream Partners
New Jersey
-$5.63M -53,043 Closed
EI
523
EAM Investors
California
-$4.64M -43,759 Closed
FGP
524
Freestone Grove Partners
California
-$4.1M -38,656 Closed
FCM
525
FJ Capital Management
Virginia
-$3.11M -29,286 Closed