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
VF
651
Virtu Financial
New York
-$965K -11,561 Closed
PAMP
652
Polar Asset Management Partners
Ontario, Canada
-$869K -10,409 Closed
VI
653
Versor Investments
New York
-$836K -10,016 Closed
CG
654
Cynosure Group
Utah
-$493K -5,912 Closed
CP
655
Covenant Partners
Tennessee
-$485K -5,808 Closed
EC
656
EntryPoint Capital
New York
-$455K -5,447 Closed
AWA
657
Aaron Wealth Advisors
Illinois
-$426K -5,109 Closed
FFM
658
Forum Financial Management
Illinois
-$424K -5,081 Closed
HAG
659
HighPoint Advisor Group
Illinois
-$395K -4,728 Closed
PCM
660
Prelude Capital Management
New York
-$392K -4,697 Closed
BB
661
Busey Bank
Illinois
-$376K -4,509 Closed
Susquehanna International Group
662
Susquehanna International Group
Pennsylvania
-$325K -4,088 Closed
IAN
663
Integrated Advisors Network
Texas
-$339K -4,061 Closed
SMA
664
Sage Mountain Advisors
Georgia
-$333K -3,989 Closed
KAS
665
Kestra Advisory Services
Texas
-$298K -3,569 Closed
HH
666
Hilltop Holdings
Texas
-$264K -3,165 Closed
IA
667
Intellus Advisors
Florida
-$262K -3,138 Closed
1C
668
111 Capital
France
-$255K -3,056 Closed
TWM
669
Trueblood Wealth Management
Ohio
-$238K -2,850 Closed
SC
670
Sapient Capital
Indiana
-$236K -2,792 Closed
LWL
671
Leo Wealth LLC
Texas
-$228K -2,727 Closed
SAI
672
Savvy Advisors Inc
New York
-$224K -2,685 Closed
BPAMU
673
BTG Pactual Asset Management US
New York
-$222K -2,664 Closed
FBT
674
First Bank & Trust
South Dakota
-$217K -2,598 Closed
KNFPWM
675
Keeler & Nadler Financial Planning & Wealth Management
Ohio
-$216K -2,582 Closed