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Stifel

629 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 261 increasing their positions, 244 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $2.35M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

7% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 244

0% more funds holding

Funds holding: 627629 (+2)

0.2% more ownership

Funds ownership: 132.46%132.66% (+0.2%)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$998M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
629
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
7.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
78
Increased
261
Reduced
244
Closed
66
Calls
$12.9M
Puts
$2.35M
Net Calls
+$10.5M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
551
WhitTier Trust Company
Nevada
$12.9K +$5.96K +75 +74%
DWM
552
Dogwood Wealth Management
Kansas
$12.4K +$1.75K +22 +15%
BCM
553
Boreal Capital Management
Florida
$10.7K -$79 -1 -0.7%
FFA
554
Frazier Financial Advisors
Ohio
$10.4K
OCWP
555
Owl Creek Wealth Partners
Colorado
$9.91K +$10.6K +134 New
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$9.83K -$397 -5 -4%
GXJ
557
Global X Japan
Japan
$9.76K +$10.5K +132 New
TPWA
558
Twin Peaks Wealth Advisors
California
$9.24K +$9.93K +125 New
CPG
559
Cornerstone Planning Group
New Jersey
$8.71K +$79 +1 +0.9%
RWS
560
Retirement Wealth Solutions
Wisconsin
$7.72K +$238 +3 +3%
BW
561
Basepoint Wealth
Iowa
$7.63K +$79 +1 +1%
SS
562
Sunbelt Securities
Texas
$6.88K
BIA
563
Bell Investment Advisors
California
$6.73K -$5.4K -68 -43%
TFA
564
Transamerica Financial Advisors
Florida
$6.43K +$1.83K +23 +37%
TM
565
Torren Management
California
$6.29K -$203K -2,552 -97%
AT
566
Arlington Trust
Alabama
$6.28K +$6.75K +85 New
ANBT
567
American National Bank & Trust
Texas
$6.06K -$79 -1 -1%
NSIM
568
North Star Investment Management
Illinois
$6.01K -$3.02K -38 -32%
SC
569
SouthState Corp
Florida
$5.69K +$476 +6 +8%
W
570
WealthCollab
Washington
$5.62K -$79 -1 -1%
DSC
571
Daytona Street Capital
Missouri
$5.41K
MEG
572
Millstone Evans Group
Colorado
$5.32K
RF
573
Rossby Financial
Florida
$5.25K +$5.4K +68 +2,267%
WB
574
Webster Bank
Connecticut
$4.66K
PWMG
575
Private Wealth Management Group
New Jersey
$4.29K -$79 -1 -2%