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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
EWA
676
EP Wealth Advisors
California
-$215K -2,576 Closed
Rafferty Asset Management
677
Rafferty Asset Management
New York
-$214K -2,567 Closed
SWP
678
Sagespring Wealth Partners
Tennessee
-$213K -2,556 Closed
KFSC
679
Keystone Financial Services (Colorado)
Colorado
-$208K -2,493 Closed
NLP
680
Next Level Private
New York
-$204K -2,445 Closed
UAML
681
US Asset Management LLC
Pennsylvania
-$204K -2,444 Closed
FTA
682
Financial & Tax Architects
Missouri
-$202K -2,421 Closed
QL
683
Quarry LP
New York
-$115K -1,376 Closed
CIAM
684
Caitong International Asset Management
Hong Kong
-$34.2K -410 Closed
EW
685
Elyxium Wealth
California
-$23.5K -282 Closed
CWP
686
Concord Wealth Partners
Virginia
-$12.5K -150 Closed
IIM
687
IFC & Insurance Marketing
California
-$6K -75 Closed
CIA
688
Cape Investment Advisory
Georgia
-$5.88K -71 Closed
FHA
689
Flagship Harbor Advisors
Massachusetts
-$5.81K -69 Closed
Optiver Holding
690
Optiver Holding
Netherlands
-$4.13K -50 Closed
CAM
691
Costello Asset Management
Pennsylvania
-$3.76K -45 Closed
GSWM
692
Golden State Wealth Management
California
-$2.13K -26 Closed
MCA
693
McGuire Capital Advisors
Oklahoma
-$1.63K -20 Closed
IPS
694
Investors Portfolio Services
Washington
-$1.41K -17 Closed
DT
695
DV Trading
Illinois
-$125 -2 Closed