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
OCWP
551
Owl Creek Wealth Partners
Colorado
$9.91K
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$9.83K
GXJ
553
Global X Japan
Japan
$9.76K
TPWA
554
Twin Peaks Wealth Advisors
California
$9.24K
CPG
555
Cornerstone Planning Group
New Jersey
$8.71K
RWS
556
Retirement Wealth Solutions
Wisconsin
$7.72K
BW
557
Basepoint Wealth
Iowa
$7.63K
SS
558
Sunbelt Securities
Texas
$6.88K
BIA
559
Bell Investment Advisors
California
$6.73K
TFA
560
Transamerica Financial Advisors
Florida
$6.43K
TM
561
Torren Management
California
$6.29K
AT
562
Arlington Trust
Alabama
$6.28K
ANBT
563
American National Bank & Trust
Texas
$6.06K
NSIM
564
North Star Investment Management
Illinois
$6.01K
SC
565
SouthState Corp
Florida
$5.69K
W
566
WealthCollab
Washington
$5.62K
DSC
567
Daytona Street Capital
Missouri
$5.41K
MEG
568
Millstone Evans Group
Colorado
$5.32K
RF
569
Rossby Financial
Florida
$5.25K
WB
570
Webster Bank
Connecticut
$4.66K
PWMG
571
Private Wealth Management Group
New Jersey
$4.29K
PWA
572
Physician Wealth Advisors
Utah
$4.07K
SGK
573
Steigerwald Gordon & Koch
Virginia
$4.07K
CAL
574
Capital Advisors Ltd
Ohio
$4K
PMFA
575
Plante Moran Financial Advisors
Michigan
$3.99K