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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
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$5.86M -$1.64M -20,603 -21%
YIH
152
Y-Intercept (HK)
Hong Kong
$5.59M +$765K +9,628 +15%
VGA
153
Vanguard Global Advisers
Pennsylvania
$5.54M +$5.95M +74,991 New
MIM
154
MetLife Investment Management
New Jersey
$5.54M +$30.5K +384 +0.5%
LPL Financial
155
LPL Financial
California
$5.54M -$855K -10,769 -13%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$5.47M +$4.21M +53,066 +254%
DIA
157
Dana Investment Advisors
Wisconsin
$5.43M +$109K +1,377 +2%
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$5.35M -$274K -3,456 -5%
Squarepoint
159
Squarepoint
New York
$5.31M +$4.85M +61,136 +574%
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$5.29M +$1.14M +14,382 +25%
Los Angeles Capital Management
161
Los Angeles Capital Management
California
$5.16M -$5.06M -63,754 -48%
VCA
162
Verdence Capital Advisors
Maryland
$5.11M +$1.37M +17,263 +33%
AB
163
Amalgamated Bank
New York
$5.11M +$104K +1,308 +2%
Janus Henderson Group
164
Janus Henderson Group
United Kingdom
$5.06M
CCIA
165
Campbell & Co Investment Adviser
Maryland
$5.05M +$4.89M +61,623 +919%
BOPW
166
Brandywine Oak Private Wealth
Pennsylvania
$4.93M -$378K -4,762 -7%
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
$4.9M -$74.7M -940,129 -93%
TAM
168
Trillium Asset Management
Massachusetts
$4.84M -$572K -7,204 -11%
Natixis Advisors
169
Natixis Advisors
Massachusetts
$4.8M -$360K -4,535 -7%
PFSRSONJ
170
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.72M +$37.2K +468 +0.7%
QT
171
Quantbot Technologies
New York
$4.72M +$3.91M +49,216 +337%
EPW
172
Evolve Private Wealth
California
$4.6M -$78.2K -985 -2%
BHPW
173
Beverly Hills Private Wealth
California
$4.54M +$710K +8,943 +17%
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$4.48M
Schroder Investment Management Group
175
Schroder Investment Management Group
United Kingdom
$4.46M -$12.2M -153,526 -71%