Stifel
551 hedge funds and large institutions have $9.96B invested in Stifel in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 204 increasing their positions, 164 reducing their positions, and 31 closing their positions.
3,685% more call options, than puts
Call options by funds: $15.4M | Put options by funds: $408K
216% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 31
24% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 164
13% more funds holding
Funds holding: 487 → 551 (+64)
7% more capital invested
Capital invested by funds: $9.31B → $9.96B (+$647M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.16% less ownership
Funds ownership: 131.01% → 128.85% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$55.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$47.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$42.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$35.3M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$350M |
| 2 |
Millennium Management
New York
|
-$62.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$42.7M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$39.8M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$30.4M |
SF Hedge Fund Activity: Q3 2025 in Review
551 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2025, worth a combined $9.96B — up 7% from $9.31B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new SF positions and 31 closed out — a net gain of 67 holders — while 204 added to existing stakes and 164 trimmed.
The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $55.5M. The largest seller was Fidelity Investments, cutting an estimated $350M.
- 551 institutional investors held Stifel (SF) as of Q3 2025, up from 487 in Q2 2025.
- Funds reported $9.96B of Stifel stock for Q3 2025, up 7% quarter-over-quarter.
- 98 funds opened new Stifel positions in Q3 2025 and 31 closed out, a net change of +67 holders.
- The largest Stifel buyer in Q3 2025 was Ceredex Value Advisors, an estimated $55.5M added.
- The largest Stifel seller in Q3 2025 was Fidelity Investments, an estimated $350M sold.
Based on aggregated 13F filings for Q3 2025.