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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
PP
126
PDT Partners
New York
$8.32M +$7.71M +97,044 +628%
Connor, Clark & Lunn Investment Management (CC&L)
127
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.28M +$8.89M +112,001 New
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.06M -$6.35K -80 -0.1%
MOACM
129
Mutual of America Capital Management
New York
$8.05M -$437K -5,497 -5%
Canada Life
130
Canada Life
Manitoba, Canada
$8.02M -$47.3K -596 -0.5%
Man Group
131
Man Group
United Kingdom
$8.02M +$3.62M +45,627 +73%
American Century Companies
132
American Century Companies
Missouri
$7.97M +$351K +4,419 +4%
OAM
133
Oppenheimer Asset Management
New York
$7.85M -$299K -3,767 -3%
SSA
134
Schonfeld Strategic Advisors
New York
$7.61M -$4.43M -55,790 -35%
Canada Pension Plan Investment Board
135
Canada Pension Plan Investment Board
Ontario, Canada
$7.55M +$3.18M +40,050 +64%
CM
136
Castleark Management
Illinois
$7.54M -$3.64M -45,785 -31%
Renaissance Technologies
137
Renaissance Technologies
New York
$7.45M +$8.01M +100,823 New
ECM
138
ExodusPoint Capital Management
New York
$7.45M +$564K +7,097 +8%
SO
139
STRS Ohio
Ohio
$7.32M -$731K -9,206 -9%
Allspring Global Investments
140
Allspring Global Investments
North Carolina
$6.67M -$108K -1,355 -1%
KWM
141
Kingsview Wealth Management
Oregon
$6.51M +$3.58M +45,137 +105%
ZIM
142
Zacks Investment Management
Illinois
$6.28M +$267K +3,359 +4%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$6.19M +$2.01M +25,339 +43%
EP
144
Edgestream Partners
New Jersey
$6.16M -$4.45M -55,996 -40%
BFM
145
Boothbay Fund Management
New York
$6.11M -$3.04M -38,295 -32%
NAAA
146
New Age Alpha Advisors
New York
$6M -$217K -2,735 -3%
1CM
147
1492 Capital Management
Wisconsin
$5.98M +$37.2K +469 +0.6%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$5.98M +$4.18M +52,581 +183%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$5.93M +$2.27M +28,584 +48%
XT
150
XTX Topco
Cayman Islands
$5.92M +$6.35M +80,019 New