519 hedge funds and large institutions have $8.3B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.65% less ownership

Funds ownership: 85.57%84.93% (-0.65%)

11% less capital invested

Capital invested by funds: $9.29B → $8.3B (-$991M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$6.86M
Net Calls
Net Calls Change

Top Sellers

1 -$81.5M
2 -$52.3M
3 -$47.5M
4
Millennium Management
Millennium Management
New York
-$39.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
201
Deutsche Bank
Germany
$1.85M
AI
202
Atria Investments
North Carolina
$1.82M
Amundi
203
Amundi
France
$1.82M
PAS
204
Park Avenue Securities
New York
$1.77M
HSBC Holdings
205
HSBC Holdings
United Kingdom
$1.75M
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$1.71M
TCM
207
Tributary Capital Management
Nebraska
$1.69M
MGIA
208
Moneta Group Investment Advisors
Missouri
$1.68M
VRS
209
Virginia Retirement Systems
Virginia
$1.65M
Sumitomo Mitsui Trust Group
210
Sumitomo Mitsui Trust Group
Japan
$1.65M
FFB
211
First Financial Bankshares
Texas
$1.63M
CB
212
Commerce Bank
Missouri
$1.62M
QCM
213
QRG Capital Management
Illinois
$1.61M
VOYA Investment Management
214
VOYA Investment Management
Georgia
$1.59M
CL
215
Choreo LLC
Illinois
$1.54M
Pictet Asset Management
216
Pictet Asset Management
Switzerland
$1.54M
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$1.52M
HighTower Advisors
218
HighTower Advisors
Illinois
$1.51M
MFWP
219
Mosaic Family Wealth Partners
Missouri
$1.5M
TCM
220
Twin Capital Management
Pennsylvania
$1.49M
TCM
221
Tanaka Capital Management
New York
$1.47M
VPIM
222
Vanguard Personalized Indexing Management
California
$1.43M
QPW
223
Quantum Private Wealth
Florida
$1.4M
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.39M
ZIG
225
Zurich Insurance Group
Switzerland
$1.39M