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
SWM
576
SHP Wealth Management
Massachusetts
$3.48K
PTC
577
Private Trust Company
Ohio
$3.33K
SEP
578
Signature Equity Partners
Ohio
$3.3K
PWMG
579
Prestige Wealth Management Group
New Jersey
$3.03K
TLFA
580
True Link Financial Advisors
California
$2.88K
DF
581
Dunhill Financial
United Kingdom
$2.86K
IAAG
582
Innovative Asset Advisors Group
Connecticut
$2.81K
MFT
583
Moisand Fitzgerald Tamayo
Florida
$2.74K
IAS
584
IMA Advisory Services
Colorado
$2.73K
HNW
585
High Note Wealth
Minnesota
$2.66K
MCM
586
Manchester Capital Management
Vermont
$2.51K
DPW
587
DiNuzzo Private Wealth
Pennsylvania
$2.51K
HWP
588
Highline Wealth Partners
California
$2.37K
AFC
589
Ares Financial Consulting
California
$2.29K
S
590
Sachetta
Massachusetts
$2.22K
TCM
591
TD Capital Management
Tennessee
$2.12K
AA
592
Addison Advisors
Vermont
$2.07K
AFG
593
Albion Financial Group
Utah
$2K
GEA
594
Glen Eagle Advisors
New Jersey
$1.84K
ACA
595
Atlas Capital Advisors
Wyoming
$1.77K
EWP
596
Elevation Wealth Partners
California
$1.63K
RWM
597
Rialto Wealth Management
New York
$1.63K
HFS
598
Hughes Financial Services
Virginia
$1.63K
BHWM
599
Bay Harbor Wealth Management
Maryland
$1.26K
BLC
600
Brown, Lisle/Cummings
Rhode Island
$1.18K