547 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, 162 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
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
HI
501
Harbour Investments
Wisconsin
$6.81K
PTC
502
Private Trust Company
Ohio
$6.64K
BIA
503
Bell Investment Advisors
California
$6.47K
NSIM
504
North Star Investment Management
Illinois
$6.11K
W
505
WealthCollab
Washington
$5.79K
MEG
506
Millstone Evans Group
Colorado
$5.45K
CIA
507
Cape Investment Advisory
Georgia
$5.33K
WB
508
Webster Bank
Connecticut
$4.77K
PWMG
509
Private Wealth Management Group
New Jersey
$4.43K
SGK
510
Steigerwald Gordon & Koch
Virginia
$4.2K
PMFA
511
Plante Moran Financial Advisors
Michigan
$4.08K
CAL
512
Capital Advisors Ltd
Ohio
$4K
PWMG
513
Prestige Wealth Management Group
New Jersey
$3.18K
HNW
514
High Note Wealth
Minnesota
$3.18K
CCM
515
Cloud Capital Management
Washington
$3K
S
516
Sachetta
Massachusetts
$2.95K
JSAM
517
J. Safra Asset Management
New York
$2.95K
MFT
518
Moisand Fitzgerald Tamayo
Florida
$2.84K
GA
519
Guerra Advisors
Florida
$2.84K
DPW
520
DiNuzzo Private Wealth
Pennsylvania
$2.65K
CPG
521
Cornerstone Planning Group
New Jersey
$2.64K
MCM
522
Manchester Capital Management
Vermont
$2.61K
PWA
523
Physician Wealth Advisors
Utah
$2.38K
AFG
524
Albion Financial Group
Utah
$2.04K
CFO
525
CVA Family Office
Colorado
$1.93K