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
KG
601
Kilter Group
New York
$1.11K
CH
602
Cromwell Holdings
Wyoming
$1.03K
AW
603
Avion Wealth
Texas
$1K
CI
604
CX Institutional
Indiana
$1K
HIA
605
HFM Investment Advisors
New Jersey
$961
IAIM
606
International Assets Investment Management
Florida
$888
BFS
607
Bare Financial Services
Pennsylvania
$887
VWM
608
Vermillion Wealth Management
Minnesota
$887
AP
609
Atwood & Palmer
Missouri
$740
GIA
610
GHP Investment Advisors
Colorado
$740
FMP
611
Financial Management Professionals
Texas
$739
AF
612
Advisornet Financial
Minnesota
$739
OA
613
Operose Advisors
Wisconsin
$739
CA
614
CoreCap Advisors
Michigan
$665
NRG
615
Nemes Rush Group
Michigan
$665
WETS
616
Wealth Enhancement Trust Services
South Dakota
$665
TC
617
Trust Company
Kansas
$444
CW
618
Curio Wealth
Maryland
$444
QWM
619
Quaker Wealth Management
New Jersey
$296
IWS
620
Intentional Wealth Strategies
Colorado
$296
VWA
621
Valued Wealth Advisors
Utah
$227
PWA
622
Portus Wealth Advisors
North Carolina
$224
ACA
623
American Capital Advisory
Idaho
$222
TFM
624
TFC Financial Management
Massachusetts
$74
SS
625
SBI Securities
Japan
$74