519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
77
Increased
205
Reduced
148
Closed
53
Calls
$15.1M
Puts
$6.86M
Net Calls
+$8.23M
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
151
Mariner
Kansas
$3.4M +$332K +3,521 +11%
YCM
152
Yousif Capital Management
Michigan
$3.39M -$2.45K -26 -0.1%
ACM
153
Aquatic Capital Management
Illinois
$3.31M +$3.31M +35,110 New
SLG
154
Stanley-Laman Group
Pennsylvania
$3.31M -$179K -1,899 -5%
BHPW
155
Beverly Hills Private Wealth
California
$3.27M +$308K +3,266 +10%
ZBNA
156
Zions Bancorporation, National Association
Utah
$3.27M +$3.27M +34,666 New
DC
157
Davenport & Co
Virginia
$3.12M +$167K +1,769 +6%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.1M -$432K -4,580 -12%
RFC
159
Regions Financial Corp
Alabama
$3.01M -$8.77K -93 -0.3%
WB
160
WesBanco Bank
West Virginia
$2.98M
PIP
161
Palisades Investment Partners
California
$2.84M +$41.4K +439 +1%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$2.83M
MML Investors Services
163
MML Investors Services
Massachusetts
$2.83M +$127K +1,345 +5%
EGM
164
Engineers Gate Manager
New York
$2.8M +$1.16M +12,353 +71%
State of New Jersey Common Pension Fund D
165
State of New Jersey Common Pension Fund D
New Jersey
$2.79M -$267K -2,835 -9%
IMRF
166
Illinois Municipal Retirement Fund
Illinois
$2.77M
ASRS
167
Arizona State Retirement System
Arizona
$2.77M -$37K -392 -1%
OAC
168
OMERS Administration Corp
Ontario, Canada
$2.76M +$1.97M +20,900 +249%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$2.72M -$44.6K -473 -2%
LSERS
170
Louisiana State Employees Retirement System
Louisiana
$2.7M +$18.9K +200 +0.7%
Russell Investments Group
171
Russell Investments Group
United Kingdom
$2.69M +$1.3M +13,814 +94%
AssetMark Inc
172
AssetMark Inc
California
$2.69M +$93.5K +992 +4%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$2.66M +$2.28M +24,141 +591%
EAM
174
EFG Asset Management
Oregon
$2.63M -$801K -8,509 -23%
SIA
175
Sit Investment Associates
Minnesota
$2.55M +$31.1K +330 +1%