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Stifel
SF

Overview Fund Activity

482 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-37
Holders Change %
-7.13%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
167
Reduced
191
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$241M
2
Millennium Management
Millennium Management
New York
$207M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$104M
4
Victory Capital Management
Victory Capital Management
Texas
$80.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$315M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$53.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
526
MQS Management
New York
– -$563K -5,976 Closed
I
527
InceptionR
California
– -$529K -5,614 Closed
Kovitz Investment Group Partners
528
Kovitz Investment Group Partners
Illinois
– -$426K -4,520 Closed
Tudor Investment Corp
529
Tudor Investment Corp
Connecticut
– -$422K -4,476 Closed
TC
530
TownSquare Capital
Utah
– -$409K -4,341 Closed
JFGIW
531
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$390K -4,140 Closed
TCM
532
Teza Capital Management
Illinois
– -$337K -3,573 Closed
Mitsubishi UFJ Trust & Banking
533
Mitsubishi UFJ Trust & Banking
Japan
– -$321K -3,407 Closed
VF
534
Virtu Financial
New York
– -$321K -3,403 Closed
CC
535
Centiva Capital
New York
– -$312K -3,313 Closed
KRW
536
Kaufman Rossin Wealth
Florida
– -$308K -3,263 Closed
ECM
537
Evergreen Capital Management
Washington
– -$304K -3,227 Closed
MAM
538
Martingale Asset Management
Massachusetts
– -$292K -3,098 Closed
QT
539
Quantbot Technologies
New York
– -$278K -2,953 Closed
GPWM
540
Grant Private Wealth Management
California
– -$250K -2,650 Closed
PGFC
541
Peapack-Gladstone Financial Corp
New Jersey
– -$249K -2,642 Closed
WSFS
542
Wilmington Savings Fund Society
Delaware
– -$249K -2,641 Closed
PAS
543
Point72 Asia (Singapore)
Singapore
– -$246K -2,611 Closed
SCP
544
Sivia Capital Partners
California
– -$235K -2,497 Closed
Connor, Clark & Lunn Investment Management (CC&L)
545
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$224K -2,379 Closed
BCM
546
Bayesian Capital Management
New York
– -$207K -2,199 Closed
DZ Bank
547
DZ Bank
Germany
– -$181K -1,918 Closed
QL
548
Quarry LP
New York
– -$109K -1,156 Closed
MG
549
Mather Group
Illinois
– -$72.3K -767 Closed
CIAM
550
Caitong International Asset Management
Hong Kong
– -$30.7K -326 Closed
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