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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
CAM
176
Covenant Asset Management
New Jersey
$4.44M +$915K +11,528 +24%
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$4.38M -$316K -3,982 -6%
BCI
178
Brinker Capital Investments
Pennsylvania
$4.32M -$842K -10,604 -15%
CCM
179
Cinctive Capital Management
New York
$4.29M -$4.62M -58,132 -50%
NRCM
180
North Reef Capital Management
California
$4.23M +$4.54M +57,230 New
US Bancorp
181
US Bancorp
Minnesota
$4.16M -$35.2K -443 -0.8%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$4.14M +$685K +8,628 +18%
JF
183
Jump Financial
Illinois
$4.03M +$4.12M +51,848 +1,975%
SOADOR
184
State of Alaska Department of Revenue
Alaska
$3.87M -$79 -1 -0%
Handelsbanken Fonder
185
Handelsbanken Fonder
Sweden
$3.8M +$1.1M +13,850 +37%
SLG
186
Stanley-Laman Group
Pennsylvania
$3.78M +$122K +1,542 +3%
Ohio Public Employees Retirement System (OPERS)
187
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.71M +$160K +2,012 +4%
AIP
188
Ameritas Investment Partners
Nebraska
$3.67M +$7.86K +99 +0.2%
PIP
189
Palisades Investment Partners
California
$3.62M +$297K +3,738 +8%
DC
190
Davenport & Co
Virginia
$3.59M -$171K -2,159 -4%
RFC
191
Regions Financial Corp
Alabama
$3.5M -$489K -6,156 -12%
Prudential Financial
192
Prudential Financial
New Jersey
$3.5M +$1.85M +23,293 +97%
GLA
193
Great Lakes Advisors
Illinois
$3.39M -$4.05K -51 -0.1%
YCM
194
Yousif Capital Management
Michigan
$3.39M -$190K -2,390 -5%
ET
195
Entropy Technologies
New York
$3.34M +$247K +3,114 +7%
State of New Jersey Common Pension Fund D
196
State of New Jersey Common Pension Fund D
New Jersey
$3.28M
LSERS
197
Louisiana State Employees Retirement System
Louisiana
$3.27M +$151K +1,900 +4%
MAM
198
Martingale Asset Management
Massachusetts
$3.15M +$2.94M +37,065 +676%
FI
199
FinArc Investments
Massachusetts
$3.11M +$3.34M +42,062 New
ASRS
200
Arizona State Retirement System
Arizona
$3.1M -$66.4K -836 -2%