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Stifel
SF

Overview Fund Activity

482 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-37
Holders Change %
-7.13%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
167
Reduced
191
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$241M
2
Millennium Management
Millennium Management
New York
$207M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$104M
4
Victory Capital Management
Victory Capital Management
Texas
$80.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$315M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$53.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
176
Northwestern Mutual Investment Management Company
Wisconsin
$2.38M +$22.8K +220 +1%
EAM
177
EFG Asset Management
Oregon
$2.28M -$621K -5,981 -21%
Corient Private Wealth
178
Corient Private Wealth
Florida
$2.25M +$1.29M +12,401 +135%
NMERB
179
New Mexico Educational Retirement Board
New Mexico
$2.23M – – –
KK
180
KLP Kapitalforvaltning
Norway
$2.23M -$337K -3,250 -13%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$2.21M +$134K +1,292 +6%
OPERF
182
Oregon Public Employees Retirement Fund
Oregon
$2.18M +$31.1K +300 +1%
VCM
183
Voleon Capital Management
California
$2.12M +$875K +8,431 +70%
PGCM
184
Prescott Group Capital Management
Oklahoma
$2.11M – – –
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$2.04M +$157K +1,516 +8%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$2.03M -$13K -125 -0.6%
Calamos Advisors
187
Calamos Advisors
Illinois
$2M +$696K +6,705 +53%
PAS
188
Park Avenue Securities
New York
$1.99M +$40.3K +388 +2%
TCM
189
Tributary Capital Management
Nebraska
$1.93M +$69.4K +669 +4%
MGIA
190
Moneta Group Investment Advisors
Missouri
$1.93M +$79.4K +765 +4%
FFB
191
First Financial Bankshares
Texas
$1.87M +$82K +790 +5%
ET
192
Entropy Technologies
New York
$1.84M -$793K -7,639 -30%
AI
193
Atria Investments
North Carolina
$1.81M -$201K -1,937 -10%
CB
194
Commerce Bank
Missouri
$1.76M -$25.5K -246 -1%
QCM
195
QRG Capital Management
Illinois
$1.73M -$37.4K -360 -2%
VOYA Investment Management
196
VOYA Investment Management
Georgia
$1.72M -$25.4K -245 -1%
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.71M +$174K +1,680 +11%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$1.71M +$38.2K +368 +2%
TCM
199
Twin Capital Management
Pennsylvania
$1.67M +$35.7K +344 +2%
HighTower Advisors
200
HighTower Advisors
Illinois
$1.67M +$9.86K +95 +0.6%
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