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SF

Stifel

487 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.34M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $8.43B → $9.31B (+$881M)

1.64% more ownership

Funds ownership: 129.37%131.01% (+1.6%)

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 192

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
-34
Holders Change %
-6.53%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
168
Reduced
192
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
OTL
526
Oak Thistle LLC
New York
-$651K -10,367 Closed
1C
527
111 Capital
France
-$643K -10,232 Closed
Allianz Asset Management
528
Allianz Asset Management
Germany
-$639K -10,169 Closed
USAA
529
United Services Automobile Association
Texas
-$628K -10,028 Closed
FIA
530
Foundations Investment Advisors
Arizona
-$619K -9,848 Closed
MM
531
MQS Management
New York
-$563K -8,964 Closed
I
532
InceptionR
California
-$529K -8,421 Closed
Kovitz Investment Group Partners
533
Kovitz Investment Group Partners
Illinois
-$426K -6,780 Closed
Tudor Investment Corp
534
Tudor Investment Corp
Connecticut
-$422K -6,714 Closed
TC
535
TownSquare Capital
Utah
-$409K -6,512 Closed
JFGIW
536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$390K -6,210 Closed
TCM
537
Teza Capital Management
Illinois
-$337K -5,360 Closed
Mitsubishi UFJ Trust & Banking
538
Mitsubishi UFJ Trust & Banking
Japan
-$321K -5,111 Closed
VF
539
Virtu Financial
New York
-$321K -5,105 Closed
CC
540
Centiva Capital
New York
-$312K -4,970 Closed
KRW
541
Kaufman Rossin Wealth
Florida
-$308K -4,895 Closed
ECM
542
Evergreen Capital Management
Washington
-$304K -4,841 Closed
MAM
543
Martingale Asset Management
Massachusetts
-$292K -4,647 Closed
QT
544
Quantbot Technologies
New York
-$278K -4,430 Closed
GPWM
545
Grant Private Wealth Management
California
-$250K -3,975 Closed
PGFC
546
Peapack-Gladstone Financial Corp
New Jersey
-$249K -3,963 Closed
WSFS
547
Wilmington Savings Fund Society
Delaware
-$249K -3,962 Closed
PAS
548
Point72 Asia (Singapore)
Singapore
-$246K -3,917 Closed
SCP
549
Sivia Capital Partners
California
-$235K -3,746 Closed
Connor, Clark & Lunn Investment Management (CC&L)
550
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$224K -3,569 Closed

SF Hedge Fund Activity: Q2 2025 in Review

487 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2025, worth a combined $9.31B — up 10% from $8.43B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SF and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 168 added.

The largest buyer was Boston Partners, adding an estimated $207M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $57.3M.

  • 487 institutional investors held Stifel (SF) as of Q2 2025, down from 521 in Q1 2025.
  • Funds reported $9.31B of Stifel stock for Q2 2025, up 10% quarter-over-quarter.
  • 56 funds opened new Stifel positions in Q2 2025 and 84 closed out, a net change of -28 holders.
  • The largest Stifel buyer in Q2 2025 was Boston Partners, an estimated $207M added.
  • The largest Stifel seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2025.