547 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, 162 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
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
GEA
526
Glen Eagle Advisors
New Jersey
$1.87K
EWP
527
Elevation Wealth Partners
California
$1.7K
SWM
528
Spire Wealth Management
Virginia
$1.7K
HFS
529
Hughes Financial Services
Virginia
$1.46K
HWP
530
Highline Wealth Partners
California
$1.36K
SC
531
SouthState Corp
Florida
$1.14K
CH
532
Cromwell Holdings
Wyoming
$1.14K
RWM
533
Rialto Wealth Management
New York
$1.14K
HIA
534
HFM Investment Advisors
New Jersey
$1.02K
AW
535
Avion Wealth
Texas
$1K
BFS
536
Bare Financial Services
Pennsylvania
$908
AF
537
Advisornet Financial
Minnesota
$794
FMP
538
Financial Management Professionals
Texas
$794
BHWM
539
Bay Harbor Wealth Management
Maryland
$794
TIM
540
Tortoise Investment Management
New York
$794
TFA
541
Transamerica Financial Advisors
Florida
$794
PAM
542
Palisade Asset Management
Minnesota
$341
VWA
543
Valued Wealth Advisors
Utah
$232
AWM
544
Activest Wealth Management
Florida
$227
TFM
545
TFC Financial Management
Massachusetts
$114
ACA
546
American Capital Advisory
Idaho
$114
SS
547
SBI Securities
Japan
$113
Norges Bank
548
Norges Bank
Norway
LSV Asset Management
549
LSV Asset Management
Illinois
TPSF
550
Texas Permanent School Fund
Texas