507 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+66
Holders Change %
+14.97%
% of All Funds
6.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
161
Reduced
172
Closed
21
Calls
$26.4M
Puts
$10.5M
Net Calls
+$15.9M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$1.83M -$137K -1,296 -7%
Boston Partners
202
Boston Partners
Massachusetts
$1.79M -$267K -2,514 -13%
MF
203
Magnetar Financial
Illinois
$1.78M +$1.78M +16,743 New
QCM
204
QRG Capital Management
Illinois
$1.77M -$39.5K -372 -2%
Voloridge Investment Management
205
Voloridge Investment Management
Florida
$1.76M +$1.76M +16,618 New
CL
206
Choreo LLC
Illinois
$1.73M -$243K -2,292 -12%
MFWP
207
Mosaic Family Wealth Partners
Missouri
$1.69M
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.69M -$141K -1,330 -8%
TCM
209
Tanaka Capital Management
New York
$1.66M -$4.24K -40 -0.3%
Creative Planning
210
Creative Planning
Kansas
$1.64M +$90.2K +850 +6%
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$1.63M +$771K +7,267 +90%
DM
212
Delphi Management
Massachusetts
$1.6M -$246K -2,321 -13%
Pictet Asset Management
213
Pictet Asset Management
Switzerland
$1.6M +$118K +1,108 +8%
QPW
214
Quantum Private Wealth
Florida
$1.58M
Russell Investments Group
215
Russell Investments Group
United Kingdom
$1.56M +$60.2K +567 +4%
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$1.5M -$15.2K -143 -1%
VPIM
217
Vanguard Personalized Indexing Management
California
$1.5M +$217K +2,041 +17%
Acadian Asset Management
218
Acadian Asset Management
Massachusetts
$1.5M +$325K +3,064 +28%
Nomura Holdings
219
Nomura Holdings
Japan
$1.44M +$1.44M +13,581 New
Credit Agricole
220
Credit Agricole
France
$1.4M +$612K +5,768 +78%
ANTB
221
AMG National Trust Bank
Colorado
$1.39M -$776K -7,307 -36%
Brown Advisory
222
Brown Advisory
Maryland
$1.38M +$4.46K +42 +0.3%
Mackenzie Financial
223
Mackenzie Financial
Ontario, Canada
$1.35M +$1.35M +12,687 New
CCMG
224
Clark Capital Management Group
Pennsylvania
$1.32M +$88K +830 +7%
FHB
225
First Hawaiian Bank
Hawaii
$1.32M -$11.6K -109 -0.9%