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SF

Stifel

487 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.34M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $8.43B → $9.31B (+$881M)

1.64% more ownership

Funds ownership: 129.37%131.01% (+1.6%)

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 192

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
-34
Holders Change %
-6.53%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
168
Reduced
192
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$25.2M -$3.78M -61,599 -14%
GIM
52
Glenmede Investment Management
Pennsylvania
$22.5M +$20M +325,367 New
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$21.2M -$301K -4,894 -2%
Adage Capital Partners
54
Adage Capital Partners
Massachusetts
$21.2M +$12.3M +201,000 +191%
Swiss National Bank
55
Swiss National Bank
Switzerland
$20.6M
AA
56
Ancora Advisors
Ohio
$20.5M +$5.64M +91,885 +45%
Legal & General Group
57
Legal & General Group
United Kingdom
$20.4M +$78.9K +1,284 +0.4%
PCM
58
Prana Capital Management
Connecticut
$19.9M +$5.8M +94,444 +49%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$19.2M -$412K -6,707 -2%
T. Rowe Price Investment Management
60
T. Rowe Price Investment Management
Maryland
$19.1M -$21.2M -344,540 -56%
UBS Group
61
UBS Group
Switzerland
$19.1M -$3.48M -56,589 -17%
Diamond Hill Capital Management
62
Diamond Hill Capital Management
Ohio
$18M -$2.45M -39,816 -13%
Loomis, Sayles & Company
63
Loomis, Sayles & Company
Massachusetts
$16.9M +$125K +2,033 +0.8%
PCM
64
Peregrine Capital Management
Minnesota
$16.3M +$236K +3,847 +2%
Raymond James Financial
65
Raymond James Financial
Florida
$16M +$3.8M +61,866 +37%
AIM
66
Access Investment Management
Georgia
$14.8M +$13.1M +213,708 New
AAMU
67
AEGON Asset Management (UK)
United Kingdom
$14.4M -$25.6M -416,235 -67%
Ameriprise
68
Ameriprise
Minnesota
$14.4M -$596K -9,700 -4%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$14.2M -$16.5M -268,974 -57%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$14.1M
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$13.4M +$146K +2,385 +1%
First Trust Advisors
72
First Trust Advisors
Illinois
$13.3M +$5.5M +89,493 +87%
CAG
73
Crestwood Advisors Group
Massachusetts
$13.2M +$17.4K +283 +0.1%
Lazard Asset Management
74
Lazard Asset Management
New York
$12.6M -$450K -7,335 -4%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$11.7M +$739K +12,035 +8%

SF Hedge Fund Activity: Q2 2025 in Review

487 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2025, worth a combined $9.31B — up 10% from $8.43B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SF and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 168 added.

The largest buyer was Boston Partners, adding an estimated $207M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $57.3M.

  • 487 institutional investors held Stifel (SF) as of Q2 2025, down from 521 in Q1 2025.
  • Funds reported $9.31B of Stifel stock for Q2 2025, up 10% quarter-over-quarter.
  • 56 funds opened new Stifel positions in Q2 2025 and 84 closed out, a net change of -28 holders.
  • The largest Stifel buyer in Q2 2025 was Boston Partners, an estimated $207M added.
  • The largest Stifel seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2025.