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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
BCM
551
Bayesian Capital Management
New York
-$207K -3,299 Closed
DZ Bank
552
DZ Bank
Germany
-$181K -2,877 Closed
QL
553
Quarry LP
New York
-$109K -1,734 Closed
MG
554
Mather Group
Illinois
-$72.3K -1,151 Closed
CIAM
555
Caitong International Asset Management
Hong Kong
-$30.7K -489 Closed
QC
556
Quent Capital
New York
-$29.9K -476 Closed
VSQM
557
V-Square Quantitative Management
Illinois
-$22.8K -363 Closed
RTC
558
Riverview Trust Company
Washington
-$21.2K -338 Closed
CIM
559
Contravisory Investment Management
Massachusetts
-$20.9K -333 Closed
FIA
560
FNY Investment Advisers
New York
-$20K -332 Closed
ST
561
Smithfield Trust
Pennsylvania
-$19K -309 Closed
WF
562
Wayfinding Financial
Washington
-$14K -234 Closed
RWM
563
Ruedi Wealth Management
Illinois
-$4.05K -65 Closed
CA
564
Continuum Advisory
Idaho
-$3.39K -54 Closed
CWC
565
Carolinas Wealth Consulting
North Carolina
-$2.92K -47 Closed
AA
566
Addison Advisors
Vermont
-$2.55K -41 Closed
GFPC
567
Global Financial Private Client
Florida
-$2.36K -38 Closed
PWA
568
Provenance Wealth Advisors
Florida
-$1.32K -21 Closed
PWAM
569
Private Wealth Asset Management
Iowa
-$1.04K -17 Closed
HWA
570
HHM Wealth Advisors
Tennessee
-$378 -6 Closed
MCM
571
MV Capital Management
Maryland
-$189 -3 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.