SF

Stifel

625 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 260 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
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
$12.9M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
501
Brown Brothers Harriman & Co
New York
$89.9K
ASN
502
Advisory Services Network
Georgia
$82.2K
MG
503
Mather Group
Illinois
$78.1K
BC
504
Bayforest Capital
United Kingdom
$77.8K
BGAI
505
Bruce G. Allen Investments
Colorado
$75.6K
Bessemer Group
506
Bessemer Group
New Jersey
$74K
QC
507
Quent Capital
New York
$73.5K
HI
508
Harbour Investments
Wisconsin
$69K
TWD
509
True Wealth Design
Ohio
$68.2K
MA
510
Montag & Associates
Georgia
$64.8K
SAM
511
Smartleaf Asset Management
Massachusetts
$60.8K
WPA
512
Wealth Preservation Advisors
Tennessee
$59.5K
CFB
513
Cullen/Frost Bankers
Texas
$58.4K
ACM
514
Aster Capital Management
United Arab Emirates
$56.8K
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$52.9K
PH
516
Pinnacle Holdings
Oklahoma
$50.2K
PPC
517
Park Place Capital
Alabama
$48.6K
HNB
518
Huntington National Bank
Ohio
$44.3K
WGL
519
Wellington Grp LLC
Indiana
$37K
HPC
520
HM Payson & Co
Maine
$36.4K
JEST
521
JTC Employer Solutions Trustee
Jersey
$36K
AWM
522
Activest Wealth Management
Florida
$34.3K
DB
523
Danske Bank
Denmark
$33.3K
Mitsubishi UFJ Asset Management
524
Mitsubishi UFJ Asset Management
Japan
$30.7K
NS
525
NBC Securities
Alabama
$29.1K