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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
151
Mariner
Kansas
$3.4M
YCM
152
Yousif Capital Management
Michigan
$3.39M
ACM
153
Aquatic Capital Management
Illinois
$3.31M
SLG
154
Stanley-Laman Group
Pennsylvania
$3.31M
BHPW
155
Beverly Hills Private Wealth
California
$3.27M
ZBNA
156
Zions Bancorporation, National Association
Utah
$3.27M
DC
157
Davenport & Co
Virginia
$3.12M
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.1M
RFC
159
Regions Financial Corp
Alabama
$3.01M
WB
160
WesBanco Bank
West Virginia
$2.98M
PIP
161
Palisades Investment Partners
California
$2.84M
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$2.83M
MML Investors Services
163
MML Investors Services
Massachusetts
$2.83M
EGM
164
Engineers Gate Manager
New York
$2.8M
State of New Jersey Common Pension Fund D
165
State of New Jersey Common Pension Fund D
New Jersey
$2.79M
IMRF
166
Illinois Municipal Retirement Fund
Illinois
$2.77M
ASRS
167
Arizona State Retirement System
Arizona
$2.77M
OAC
168
OMERS Administration Corp
Ontario, Canada
$2.76M
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$2.72M
LSERS
170
Louisiana State Employees Retirement System
Louisiana
$2.7M
Russell Investments Group
171
Russell Investments Group
United Kingdom
$2.69M
AssetMark Inc
172
AssetMark Inc
California
$2.69M
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$2.66M
EAM
174
EFG Asset Management
Oregon
$2.63M
SIA
175
Sit Investment Associates
Minnesota
$2.55M