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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
Franklin Resources
101
Franklin Resources
California
$12.1M +$8.97M +112,985 +221%
Treasurer of the State of North Carolina
102
Treasurer of the State of North Carolina
North Carolina
$12M +$869K +10,938 +7%
TI
103
Trexquant Investment
Connecticut
$11.9M +$8.29M +104,438 +186%
EAM
104
EULAV Asset Management
Florida
$11.6M
HF
105
HRT Financial
New York
$11.6M +$8.47M +106,696 +215%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$11.4M -$159 -2 -0%
Creative Planning
107
Creative Planning
Kansas
$11.2M +$3.26M +41,019 +37%
VanEck Associates
108
VanEck Associates
New York
$10.9M +$2.82M +35,518 +32%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$10.6M -$555K -6,987 -5%
VAM
110
Vanguard Asset Management
$10.5M +$11.3M +141,863 New
PMAM
111
Picton Mahoney Asset Management
Ontario, Canada
$10.4M -$11.4M -143,039 -50%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$10.4M +$3.72M +46,833 +50%
HA
113
Heartland Advisors
Wisconsin
$9.92M +$432K +5,442 +4%
CCM
114
Channing Capital Management
Illinois
$9.82M -$76.3M -960,468 -88%
SFI
115
Susquehanna Fundamental Investments
Pennsylvania
$9.6M +$10.3M +129,888 New
Citigroup
116
Citigroup
New York
$9.6M +$3.31M +41,628 +47%
Universal-Beteiligungs- und Servicegesellschaft
117
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.52M -$928K -11,691 -8%
Assenagon Asset Management
118
Assenagon Asset Management
Luxembourg
$9.37M -$1.75M -21,988 -15%
BGDI
119
BW Gestao de Investimentos
Brazil
$9.24M +$4.21M +52,967 +74%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$9.13M +$563K +7,096 +6%
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$8.88M +$2.43M +30,643 +34%
AAMU
122
AEGON Asset Management (UK)
United Kingdom
$8.64M -$6.76M -85,161 -42%
Lazard Asset Management
123
Lazard Asset Management
New York
$8.5M -$748K -9,419 -8%
First Trust Advisors
124
First Trust Advisors
Illinois
$8.47M +$4M +50,344 +78%
PFMOSF
125
Philadelphia Financial Management of San Francisco
California
$8.38M +$9M +113,348 New