544 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
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
BIA
501
Bell Investment Advisors
California
$6.47K
NSIM
502
North Star Investment Management
Illinois
$6.11K
W
503
WealthCollab
Washington
$5.79K
MEG
504
Millstone Evans Group
Colorado
$5.45K
WB
505
Webster Bank
Connecticut
$4.77K
PWMG
506
Private Wealth Management Group
New Jersey
$4.43K
SGK
507
Steigerwald Gordon & Koch
Virginia
$4.2K
PMFA
508
Plante Moran Financial Advisors
Michigan
$4.08K
CAL
509
Capital Advisors Ltd
Ohio
$4K
PWMG
510
Prestige Wealth Management Group
New Jersey
$3.18K
HNW
511
High Note Wealth
Minnesota
$3.18K
CCM
512
Cloud Capital Management
Washington
$3K
S
513
Sachetta
Massachusetts
$2.95K
JSAM
514
J. Safra Asset Management
New York
$2.95K
MFT
515
Moisand Fitzgerald Tamayo
Florida
$2.84K
GA
516
Guerra Advisors
Florida
$2.84K
DPW
517
DiNuzzo Private Wealth
Pennsylvania
$2.65K
CPG
518
Cornerstone Planning Group
New Jersey
$2.64K
MCM
519
Manchester Capital Management
Vermont
$2.61K
PWA
520
Physician Wealth Advisors
Utah
$2.38K
AFG
521
Albion Financial Group
Utah
$2.04K
CFO
522
CVA Family Office
Colorado
$1.93K
GEA
523
Glen Eagle Advisors
New Jersey
$1.87K
EWP
524
Elevation Wealth Partners
California
$1.7K
SWM
525
Spire Wealth Management
Virginia
$1.7K