550 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
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
SS
501
Sunbelt Securities
Texas
$7.04K
HI
502
Harbour Investments
Wisconsin
$6.81K
PTC
503
Private Trust Company
Ohio
$6.64K
BIA
504
Bell Investment Advisors
California
$6.47K
NSIM
505
North Star Investment Management
Illinois
$6.11K
W
506
WealthCollab
Washington
$5.79K
MEG
507
Millstone Evans Group
Colorado
$5.45K
CIA
508
Cape Investment Advisory
Georgia
$5.33K
WB
509
Webster Bank
Connecticut
$4.77K
PWMG
510
Private Wealth Management Group
New Jersey
$4.43K
SGK
511
Steigerwald Gordon & Koch
Virginia
$4.2K
PMFA
512
Plante Moran Financial Advisors
Michigan
$4.08K
CAL
513
Capital Advisors Ltd
Ohio
$4K
PWMG
514
Prestige Wealth Management Group
New Jersey
$3.18K
HNW
515
High Note Wealth
Minnesota
$3.18K
CCM
516
Cloud Capital Management
Washington
$3K
S
517
Sachetta
Massachusetts
$2.95K
JSAM
518
J. Safra Asset Management
New York
$2.95K
MFT
519
Moisand Fitzgerald Tamayo
Florida
$2.84K
GA
520
Guerra Advisors
Florida
$2.84K
DPW
521
DiNuzzo Private Wealth
Pennsylvania
$2.65K
CPG
522
Cornerstone Planning Group
New Jersey
$2.64K
MCM
523
Manchester Capital Management
Vermont
$2.61K
PWA
524
Physician Wealth Advisors
Utah
$2.38K
AFG
525
Albion Financial Group
Utah
$2.04K