SF

Stifel

625 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 260 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
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
$12.9M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
526
Covestor
United Kingdom
$29K
KFAS
527
Keating Financial Advisory Services
Kansas
$26.4K
JWM
528
JPL Wealth Management
Colorado
$23.7K
OCM
529
Osterweis Capital Management
California
$23.5K
VSQM
530
V-Square Quantitative Management
Illinois
$22.4K
MB
531
MidFirst Bank
Oklahoma
$20.7K
PWPS
532
Pinnacle Wealth Planning Services
Ohio
$20.5K
MWPCG
533
Measured Wealth Private Client Group
New Hampshire
$20.3K
FFO
534
Fortitude Family Office
Arizona
$19.4K
SL
535
Salomon & Ludwin
Virginia
$19.2K
SIC
536
Salem Investment Counselors
North Carolina
$16.6K
CTC
537
Central Trust Company
Missouri
$16.3K
AGWCA
538
Annis Gardner Whiting Capital Advisors
Florida
$15.9K
CFD
539
Creative Financial Designs
Indiana
$15.7K
CFO
540
CVA Family Office
Colorado
$15.7K
SWP
541
Strategic Wealth Partners
Ohio
$15.4K
JWA
542
JFS Wealth Advisors
Pennsylvania
$15.2K
FPF
543
First Pacific Financial
Washington
$14.8K
OC
544
Oakworth Capital
Alabama
$13.7K
WA
545
WPG Advisers
Maryland
$13.1K
WTC
546
WhitTier Trust Company
Nevada
$12.9K
DWM
547
Dogwood Wealth Management
Kansas
$12.4K
WWM
548
Western Wealth Management
Colorado
$11.1K
BCM
549
Boreal Capital Management
Florida
$10.7K
FFA
550
Frazier Financial Advisors
Ohio
$10.4K