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Stifel

629 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 261 increasing their positions, 244 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $2.35M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

7% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 244

0% more funds holding

Funds holding: 627629 (+2)

0.2% more ownership

Funds ownership: 132.46%132.66% (+0.2%)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$998M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
629
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
7.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
78
Increased
261
Reduced
244
Closed
66
Calls
$12.9M
Puts
$2.35M
Net Calls
+$10.5M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Activest Wealth Management
Florida
$34.3K +$8.02K +101 +28%
DB
527
Danske Bank
Denmark
$33.3K -$155K -1,950 -81%
Mitsubishi UFJ Asset Management
528
Mitsubishi UFJ Asset Management
Japan
$30.7K -$79 -1 -0.2%
NS
529
NBC Securities
Alabama
$29.1K -$79 -1 -0.3%
C
530
Covestor
United Kingdom
$29K -$39.5K -497 -56%
KFAS
531
Keating Financial Advisory Services
Kansas
$26.4K -$715 -9 -2%
BWA
532
Basecamp Wealth Advisors
Washington
$24.7K -$79 -1 -0.3%
JWM
533
JPL Wealth Management
Colorado
$23.7K +$25.4K +320 New
OCM
534
Osterweis Capital Management
California
$23.5K
VSQM
535
V-Square Quantitative Management
Illinois
$22.4K +$2.46K +31 +11%
MB
536
MidFirst Bank
Oklahoma
$20.7K -$79 -1 -0.4%
PWPS
537
Pinnacle Wealth Planning Services
Ohio
$20.5K -$3.18K -40 -13%
MWPCG
538
Measured Wealth Private Client Group
New Hampshire
$20.3K -$54.2K -682 -71%
FFO
539
Fortitude Family Office
Arizona
$19.4K +$1.59K +20 +8%
SL
540
Salomon & Ludwin
Virginia
$19.2K -$79 -1 -0.4%
SIC
541
Salem Investment Counselors
North Carolina
$16.6K +$17.9K +225 New
CTC
542
Central Trust Company
Missouri
$16.3K -$318 -4 -2%
AGWCA
543
Annis Gardner Whiting Capital Advisors
Florida
$15.9K -$79 -1 -0.5%
CFD
544
Creative Financial Designs
Indiana
$15.7K -$159 -2 -0.9%
CFO
545
CVA Family Office
Colorado
$15.7K +$14.8K +187 +719%
SWP
546
Strategic Wealth Partners
Ohio
$15.4K +$16.5K +208 New
JWA
547
JFS Wealth Advisors
Pennsylvania
$15.2K +$556 +7 +4%
FPF
548
First Pacific Financial
Washington
$14.8K +$5.64K +71 +55%
OC
549
Oakworth Capital
Alabama
$13.7K
WA
550
WPG Advisers
Maryland
$13.1K -$3.49K -44 -20%