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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
PWA
576
Physician Wealth Advisors
Utah
$4.07K -$556 -7 -11%
SGK
577
Steigerwald Gordon & Koch
Virginia
$4.07K -$79 -1 -2%
CAL
578
Capital Advisors Ltd
Ohio
$4K
PMFA
579
Plante Moran Financial Advisors
Michigan
$3.99K
SWM
580
SHP Wealth Management
Massachusetts
$3.48K +$1.67K +21 +81%
PTC
581
Private Trust Company
Ohio
$3.33K
SEP
582
Signature Equity Partners
Ohio
$3.3K
PWMG
583
Prestige Wealth Management Group
New Jersey
$3.03K -$79 -1 -2%
TLFA
584
True Link Financial Advisors
California
$2.88K +$3.1K +39 New
DF
585
Dunhill Financial
United Kingdom
$2.86K +$2.78K +35 +1,167%
IAAG
586
Innovative Asset Advisors Group
Connecticut
$2.81K +$3.02K +38 New
MFT
587
Moisand Fitzgerald Tamayo
Florida
$2.74K -$79 -1 -3%
IAS
588
IMA Advisory Services
Colorado
$2.73K -$556 -7 -16%
HNW
589
High Note Wealth
Minnesota
$2.66K -$1.83K -23 -39%
DPW
590
DiNuzzo Private Wealth
Pennsylvania
$2.51K -$79 -1 -3%
MCM
591
Manchester Capital Management
Vermont
$2.51K -$79 -1 -3%
HWP
592
Highline Wealth Partners
California
$2.37K +$1.11K +14 +78%
AFC
593
Ares Financial Consulting
California
$2.29K -$79 -1 -3%
S
594
Sachetta
Massachusetts
$2.22K -$715 -9 -23%
TCM
595
TD Capital Management
Tennessee
$2.12K +$2.3K +29 New
AA
596
Addison Advisors
Vermont
$2.07K -$79 -1 -3%
AFG
597
Albion Financial Group
Utah
$2K
GEA
598
Glen Eagle Advisors
New Jersey
$1.84K -$79 -1 -4%
ACA
599
Atlas Capital Advisors
Wyoming
$1.77K
EWP
600
Elevation Wealth Partners
California
$1.63K -$79 -1 -4%