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SF

Stifel

487 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $13M | Put options by funds: $3.34M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $8.43B → $9.31B (+$881M)

1.64% more ownership

Funds ownership: 129.37%131.01% (+1.6%)

7% less funds holding

Funds holding: 521487 (-34)

13% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 192

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 84

Holders
487
Holders Change
-34
Holders Change %
-6.53%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
168
Reduced
192
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
201
Pictet Asset Management
Switzerland
$1.62M -$68.2K -1,111 -5%
CL
202
Choreo LLC
Illinois
$1.56M -$119K -1,935 -8%
QPW
203
Quantum Private Wealth
Florida
$1.55M
ZIG
204
Zurich Insurance Group
Switzerland
$1.53M
Brown Advisory
205
Brown Advisory
Maryland
$1.52M +$156K +2,533 +13%
GC
206
Guggenheim Capital
Illinois
$1.51M +$364K +5,931 +37%
Neuberger Berman Group
207
Neuberger Berman Group
New York
$1.49M +$177K +2,887 +15%
BA
208
Bridgewater Associates
Connecticut
$1.43M -$4.18M -68,041 -77%
PFO
209
PMC FIG Opportunities
Israel
$1.41M +$1.25M +20,429 New
DS
210
DRW Securities
Illinois
$1.41M +$1.25M +20,321 New
DM
211
Delphi Management
Massachusetts
$1.38M -$40.9K -666 -3%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$665K -10,836 -37%
HF
213
HRT Financial
New York
$1.36M +$778K +12,661 +182%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$1.35M -$1.4M -22,787 -54%
A
215
AlphaQuest
New York
$1.31M -$1.26M -20,452 -52%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$1.29M +$26.6K +433 +2%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$1.25M +$140K +2,274 +14%
GCM
218
Gator Capital Management
Florida
$1.25M
CCM
219
Coldstream Capital Management
Washington
$1.23M -$45.6K -742 -4%
DT
220
Diversified Trust
Tennessee
$1.22M -$1.53K -25 -0.1%
AAS
221
Avantax Advisory Services
Texas
$1.19M +$109K +1,767 +11%
X
222
Xponance
Pennsylvania
$1.19M -$29.1K -474 -3%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$1.17M -$276K -4,500 -21%
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$1.13M
Corient Private Wealth
225
Corient Private Wealth
Florida
$1.11M +$141K +2,300 +17%

SF Hedge Fund Activity: Q2 2025 in Review

487 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2025, worth a combined $9.31B — up 10% from $8.43B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SF and 56 opened new positions — a net loss of 28 holders — while 192 trimmed existing stakes and 168 added.

The largest buyer was Boston Partners, adding an estimated $207M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $57.3M.

  • 487 institutional investors held Stifel (SF) as of Q2 2025, down from 521 in Q1 2025.
  • Funds reported $9.31B of Stifel stock for Q2 2025, up 10% quarter-over-quarter.
  • 56 funds opened new Stifel positions in Q2 2025 and 84 closed out, a net change of -28 holders.
  • The largest Stifel buyer in Q2 2025 was Boston Partners, an estimated $207M added.
  • The largest Stifel seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2025.