550 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
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
$15.4M
Puts
$408K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
526
CVA Family Office
Colorado
$1.93K
GEA
527
Glen Eagle Advisors
New Jersey
$1.87K
EWP
528
Elevation Wealth Partners
California
$1.7K
SWM
529
Spire Wealth Management
Virginia
$1.7K
PWA
530
Principia Wealth Advisory
Texas
$1.48K
HFS
531
Hughes Financial Services
Virginia
$1.46K
HWP
532
Highline Wealth Partners
California
$1.36K
SC
533
SouthState Corp
Florida
$1.14K
CH
534
Cromwell Holdings
Wyoming
$1.14K
KG
535
Kilter Group
New York
$1.14K
RWM
536
Rialto Wealth Management
New York
$1.14K
HIA
537
HFM Investment Advisors
New Jersey
$1.02K
AW
538
Avion Wealth
Texas
$1K
BFS
539
Bare Financial Services
Pennsylvania
$908
AF
540
Advisornet Financial
Minnesota
$794
FMP
541
Financial Management Professionals
Texas
$794
BHWM
542
Bay Harbor Wealth Management
Maryland
$794
TIM
543
Tortoise Investment Management
New York
$794
TFA
544
Transamerica Financial Advisors
Florida
$794
PAM
545
Palisade Asset Management
Minnesota
$341
VWA
546
Valued Wealth Advisors
Utah
$232
AWM
547
Activest Wealth Management
Florida
$227
TFM
548
TFC Financial Management
Massachusetts
$114
ACA
549
American Capital Advisory
Idaho
$114
SS
550
SBI Securities
Japan
$113