SF

Stifel

625 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 260 increasing their positions, 240 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.9M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$5.86M
YIH
152
Y-Intercept (HK)
Hong Kong
$5.59M
VGA
153
Vanguard Global Advisers
Pennsylvania
$5.54M
MIM
154
MetLife Investment Management
New Jersey
$5.54M
LPL Financial
155
LPL Financial
California
$5.54M
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$5.47M
DIA
157
Dana Investment Advisors
Wisconsin
$5.43M
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$5.35M
Squarepoint
159
Squarepoint
New York
$5.31M
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$5.29M
Los Angeles Capital Management
161
Los Angeles Capital Management
California
$5.16M
VCA
162
Verdence Capital Advisors
Maryland
$5.11M
AB
163
Amalgamated Bank
New York
$5.11M
Janus Henderson Group
164
Janus Henderson Group
United Kingdom
$5.06M
CCIA
165
Campbell & Co Investment Adviser
Maryland
$5.05M
BOPW
166
Brandywine Oak Private Wealth
Pennsylvania
$4.93M
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
$4.9M
TAM
168
Trillium Asset Management
Massachusetts
$4.84M
Natixis Advisors
169
Natixis Advisors
Massachusetts
$4.8M
PFSRSONJ
170
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.72M
QT
171
Quantbot Technologies
New York
$4.72M
EPW
172
Evolve Private Wealth
California
$4.6M
BHPW
173
Beverly Hills Private Wealth
California
$4.54M
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