We are live on ! Find out more
SF

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
RWM
601
Rialto Wealth Management
New York
$1.63K +$318 +4 +22%
HFS
602
Hughes Financial Services
Virginia
$1.63K +$318 +4 +22%
BHWM
603
Bay Harbor Wealth Management
Maryland
$1.26K
BLC
604
Brown, Lisle/Cummings
Rhode Island
$1.18K +$1.27K +16 New
KG
605
Kilter Group
New York
$1.11K
CH
606
Cromwell Holdings
Wyoming
$1.03K -$79 -1 -7%
AW
607
Avion Wealth
Texas
$1K
CI
608
CX Institutional
Indiana
$1K +$1.11K +14 New
HIA
609
HFM Investment Advisors
New Jersey
$961 -$79 -1 -7%
IAIM
610
International Assets Investment Management
Florida
$888 -$2.14K -27 -69%
BFS
611
Bare Financial Services
Pennsylvania
$887
VWM
612
Vermillion Wealth Management
Minnesota
$887 +$953 +12 New
AP
613
Atwood & Palmer
Missouri
$740 +$794 +10 New
GIA
614
GHP Investment Advisors
Colorado
$740 +$794 +10 New
AF
615
Advisornet Financial
Minnesota
$739 -$79 -1 -9%
FMP
616
Financial Management Professionals
Texas
$739 -$79 -1 -9%
OA
617
Operose Advisors
Wisconsin
$739 +$794 +10 New
CA
618
CoreCap Advisors
Michigan
$665 -$2.54K -32 -78%
NRG
619
Nemes Rush Group
Michigan
$665 -$238 -3 -25%
WETS
620
Wealth Enhancement Trust Services
South Dakota
$665
TC
621
Trust Company
Kansas
$444
CW
622
Curio Wealth
Maryland
$444 +$318 +4 +200%
QWM
623
Quaker Wealth Management
New Jersey
$296 +$79 +1 +33%
IWS
624
Intentional Wealth Strategies
Colorado
$296 +$318 +4 New
VWA
625
Valued Wealth Advisors
Utah
$227