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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
MGIA
201
Moneta Group Investment Advisors
Missouri
$3.08M +$14.8K +187 +0.5%
MFP
202
Meramec Financial Planners
Missouri
$3.06M
BA
203
Bridgewater Associates
Connecticut
$3.05M -$2.8M -35,207 -46%
MML Investors Services
204
MML Investors Services
Massachusetts
$3.05M -$496K -6,240 -13%
SIA
205
Sit Investment Associates
Minnesota
$3.02M +$13.5K +170 +0.4%
MF
206
Magnetar Financial
Illinois
$3.01M +$1.19M +14,981 +58%
GCM
207
Gator Capital Management
Florida
$2.99M +$1.79M +22,500 +125%
ACM
208
Aquatic Capital Management
Illinois
$2.97M +$2.25M +28,385 +241%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$2.94M +$250K +3,152 +9%
VIA
210
Vanguard Investments Australia
Australia
$2.91M +$3.12M +39,302 New
IIM
211
INTECH Investment Management
Florida
$2.9M +$2.71M +34,080 +666%
GC
212
Guggenheim Capital
Illinois
$2.89M +$168K +2,118 +6%
SPIA
213
Steward Partners Investment Advisory
New York
$2.87M +$288K +3,633 +10%
COPPSERS
214
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.82M -$1.11K -14 -0%
SOMRS
215
State of Michigan Retirement System
Michigan
$2.72M +$47.6K +599 +2%
AssetMark Inc
216
AssetMark Inc
California
$2.64M -$299K -3,771 -10%
DFCM
217
Dark Forest Capital Management
Puerto Rico
$2.61M -$3.85M -48,504 -58%
KK
218
KLP Kapitalforvaltning
Norway
$2.59M +$119K +1,500 +4%
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$2.56M +$81K +1,020 +3%
FNBOO
220
First National Bank of Omaha
Nebraska
$2.53M -$11.7K -147 -0.4%
NMIMC
221
Northwestern Mutual Investment Management Company
Wisconsin
$2.53M -$953 -12 -0%
Corient Private Wealth
222
Corient Private Wealth
Florida
$2.51M -$6.83M -85,963 -71%
VPIM
223
Vanguard Personalized Indexing Management
California
$2.39M +$567K +7,135 +28%
Credit Agricole
224
Credit Agricole
France
$2.39M
NMERB
225
New Mexico Educational Retirement Board
New Mexico
$2.38M