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 %
SRC
551
Sage Rhino Capital
California
-$210K -1,980 Closed
ONB
552
Old National Bancorp
Indiana
-$204K -1,925 Closed
RS
553
R Squared
Hong Kong
-$126K -1,190 Closed
AWM
554
Avior Wealth Management
Nebraska
-$85.1K -802 Closed
CFGS
555
Concourse Financial Group Securities
Alabama
-$40K -348 Closed
SSB
556
Sandy Spring Bank
Maryland
-$21K -198 Closed
ACM
557
Aster Capital Management
United Arab Emirates
-$10.5K -99 Closed
EBA
558
Eagle Bay Advisors
New York
-$10.4K -98 Closed
ETC
559
Exchange Traded Concepts
Oklahoma
-$9.34K -88 Closed
FFC
560
First Financial Corp
Indiana
-$9.34K -88 Closed
WWM
561
Wolff Wiese Magana
California
-$7.85K -74 Closed
LFA
562
LGT Financial Advisors
Texas
-$5.52K -52 Closed
CTC
563
Cetera Trust Company
Minnesota
-$4.24K -40 Closed
KIM
564
Kestra Investment Management
Texas
-$4.17K -39 Closed
CT
565
Colonial Trust
South Carolina
-$4.03K -38 Closed
AT
566
Avalon Trust
New Mexico
-$3.93K -37 Closed
SPF
567
South Plains Financial
Texas
-$3.82K -36 Closed
RCM
568
Raleigh Capital Management
North Carolina
-$2.12K -20 Closed
PIM
569
Plato Investment Management
Australia
-$1.92K -18 Closed
HCP
570
Hexagon Capital Partners
Arkansas
-$1.06K -10 Closed
PWA
571
Principia Wealth Advisory
Texas
-$212 -2 Closed
SSG
572
Summit Securities Group
New York
-$106 -1 Closed