519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
77
Increased
205
Reduced
148
Closed
53
Calls
$15.1M
Puts
$6.86M
Net Calls
+$8.23M
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Shares
Change %
Pacer Advisors
526
Pacer Advisors
Pennsylvania
-$2.12M -19,985 Closed
Nomura Holdings
527
Nomura Holdings
Japan
-$1.44M -13,581 Closed
FHB
528
First Hawaiian Bank
Hawaii
-$1.32M -12,403 Closed
N
529
Natixis
France
-$1.25M -11,771 Closed
KOCAA
530
Knights of Columbus Asset Advisors
Connecticut
-$784K -7,386 Closed
BC
531
Bridgefront Capital
Texas
-$569K -5,360 Closed
Parallax Volatility Advisers
532
Parallax Volatility Advisers
California
-$554K -5,223 Closed
BPC
533
Bryce Point Capital
New York
-$506K -4,768 Closed
LAM
534
LECAP Asset Management
United Kingdom
-$418K -3,943 Closed
DAS
535
Diversify Advisory Services
Utah
-$312K -3,003 Closed
WorldQuant Millennium Advisors
536
WorldQuant Millennium Advisors
New York
-$302K -2,846 Closed
PAG
537
Private Advisor Group
New Jersey
-$289K -2,723 Closed
KWM
538
Kingsview Wealth Management
Oregon
-$282K -2,656 Closed
GM
539
GeoWealth Management
Illinois
-$280K -2,636 Closed
CWM
540
Congress Wealth Management
Massachusetts
-$278K -2,620 Closed
Wolverine Trading
541
Wolverine Trading
Illinois
-$278K -2,616 Closed
SC
542
Sapient Capital
Indiana
-$275K -2,594 Closed
HFM
543
Harvest Fund Management
China
-$271K -2,559 Closed
FCI
544
Financial Counselors Inc
Kansas
-$258K -2,433 Closed
Rafferty Asset Management
545
Rafferty Asset Management
New York
-$248K -2,337 Closed
DC
546
Diametric Capital
Massachusetts
-$247K -2,326 Closed
KDA
547
Kraft Davis & Associates
Missouri
-$235K -2,185 Closed
DWM
548
Drive Wealth Management
Utah
-$227K -2,143 Closed
MGP
549
Metis Global Partners
California
-$220K -2,075 Closed
WCM
550
Winebrenner Capital Management
Kentucky
-$216K -2,040 Closed