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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
626
Portus Wealth Advisors
North Carolina
$224 +$238 +3 New
ACA
627
American Capital Advisory
Idaho
$222 -$715 -9 -75%
SS
628
SBI Securities
Japan
$74 -$79 -1 -50%
TFM
629
TFC Financial Management
Massachusetts
$74 -$79 -1 -50%
Norges Bank
630
Norges Bank
Norway
-$172M -2,065,718 Closed
CVA
631
Ceredex Value Advisors
Florida
-$23.1M -277,275 Closed
Diamond Hill Capital Management
632
Diamond Hill Capital Management
Ohio
-$20M -239,984 Closed
AIMCA
633
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$18.3M -219,000 Closed
AM
634
AGF Management
Ontario, Canada
-$16.1M -193,223 Closed
MCM
635
Moore Capital Management
New York
-$11.2M -134,016 Closed
Holocene Advisors
636
Holocene Advisors
New York
-$9.96M -119,351 Closed
FCM
637
FJ Capital Management
Virginia
-$7.32M -87,746 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
638
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$5.76M -69,000 Closed
Verition Fund Management
639
Verition Fund Management
Connecticut
-$5.35M -64,110 Closed
EI
640
EAM Investors
California
-$5.21M -62,406 Closed
CCS
641
Concentric Capital Strategies
Connecticut
-$4.29M -51,407 Closed
KK
642
Karl Kapital
California
-$3.32M -39,794 Closed
TC
643
TwinBeech Capital
New York
-$2.82M -33,750 Closed
PCM
644
Pinnbrook Capital Management
New York
-$2.19M -26,294 Closed
OTL
645
Oak Thistle LLC
New York
-$2.18M -26,159 Closed
A
646
AlphaQuest
New York
-$2.04M -24,389 Closed
T. Rowe Price Investment Management
647
T. Rowe Price Investment Management
Maryland
-$1.97M -23,567 Closed
ANTB
648
AMG National Trust Bank
Colorado
-$1.18M -14,162 Closed
IQI
649
Integrated Quantitative Investments
Washington
-$1.17M -14,019 Closed
Toronto Dominion Bank
650
Toronto Dominion Bank
Ontario, Canada
-$1.09M -13,052 Closed