519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$20.9M
GT
52
Glenmede Trust
Pennsylvania
$20.8M
Squarepoint
53
Squarepoint
New York
$20.4M
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$19.6M
Diamond Hill Capital Management
55
Diamond Hill Capital Management
Ohio
$18.8M
Swiss National Bank
56
Swiss National Bank
Switzerland
$18.7M
Legal & General Group
57
Legal & General Group
United Kingdom
$18.4M
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$17.9M
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$16M
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$15.2M
PCM
61
Peregrine Capital Management
Minnesota
$14.6M
Assenagon Asset Management
62
Assenagon Asset Management
Luxembourg
$13.7M
Ameriprise
63
Ameriprise
Minnesota
$13.7M
AI
64
Axiom Investors
Connecticut
$13.3M
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$12.8M
AA
66
Ancora Advisors
Ohio
$12.8M
PCM
67
Prana Capital Management
Connecticut
$12.2M
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$12M
CAG
69
Crestwood Advisors Group
Massachusetts
$12M
Lazard Asset Management
70
Lazard Asset Management
New York
$11.9M
CF
71
Corebridge Financial
Texas
$10.6M
AM
72
AGF Management
Ontario, Canada
$10.6M
Raymond James Financial
73
Raymond James Financial
Florida
$10.6M
CPC
74
Cookson Peirce & Co
Pennsylvania
$10.5M
MWM
75
Moran Wealth Management
Florida
$10.2M