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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
501
Provenance Wealth Advisors
Florida
$1.32K
WCM
502
WealthTrak Capital Management
Virginia
$1.32K
HWP
503
Highline Wealth Partners
California
$1.13K
HFS
504
Hughes Financial Services
Virginia
$1.04K
PWAM
505
Private Wealth Asset Management
Iowa
$1.04K
HFS
506
Hantz Financial Services
Michigan
$1K
S
507
Sachetta
Massachusetts
$943
BFS
508
Bare Financial Services
Pennsylvania
$754
FMP
509
Financial Management Professionals
Texas
$660
ACA
510
American Capital Advisory
Idaho
$566
HWA
511
HHM Wealth Advisors
Tennessee
$378
PWM
512
Parkworth Wealth Management
California
$377
HIA
513
HFM Investment Advisors
New Jersey
$283
BHWM
514
Bay Harbor Wealth Management
Maryland
$282
VWA
515
Valued Wealth Advisors
Utah
$192
AF
516
Advisornet Financial
Minnesota
$189
MCM
517
MV Capital Management
Maryland
$189
TFM
518
TFC Financial Management
Massachusetts
$95
SS
519
SBI Securities
Japan
$94
Norges Bank
520
Norges Bank
Norway
LIP
521
Lighthouse Investment Partners
Florida
EP
522
Edgestream Partners
New Jersey
EI
523
EAM Investors
California
FGP
524
Freestone Grove Partners
California
FCM
525
FJ Capital Management
Virginia