482 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 191 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-37
Holders Change %
-7.13%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
167
Reduced
191
Closed
84
Calls
$13M
Puts
$3.34M
Net Calls
+$9.66M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
201
Vanguard Personalized Indexing Management
California
$1.67M +$87.4K +842 +6%
Pictet Asset Management
202
Pictet Asset Management
Switzerland
$1.62M -$76.9K -741 -5%
CL
203
Choreo LLC
Illinois
$1.56M -$134K -1,290 -8%
QPW
204
Quantum Private Wealth
Florida
$1.55M
ZIG
205
Zurich Insurance Group
Switzerland
$1.53M
Brown Advisory
206
Brown Advisory
Maryland
$1.52M +$175K +1,689 +13%
GC
207
Guggenheim Capital
Illinois
$1.51M +$410K +3,954 +37%
Neuberger Berman Group
208
Neuberger Berman Group
New York
$1.49M +$200K +1,925 +16%
BA
209
Bridgewater Associates
Connecticut
$1.43M -$4.71M -45,361 -77%
PFO
210
PMC FIG Opportunities
Israel
$1.41M +$1.41M +13,619 New
DS
211
DRW Securities
Illinois
$1.41M +$1.41M +13,547 New
DM
212
Delphi Management
Massachusetts
$1.38M -$46.1K -444 -3%
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$789K -7,224 -37%
HF
214
HRT Financial
New York
$1.36M +$875K +8,441 +182%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1.35M -$1.58M -15,191 -54%
A
216
AlphaQuest
New York
$1.31M -$1.42M -13,635 -52%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$1.29M +$30K +289 +2%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$1.25M +$157K +1,516 +14%
GCM
219
Gator Capital Management
Florida
$1.25M
CCM
220
Coldstream Capital Management
Washington
$1.23M -$51.4K -495 -4%
DT
221
Diversified Trust
Tennessee
$1.22M -$1.76K -17 -0.1%
AAS
222
Avantax Advisory Services
Texas
$1.19M +$122K +1,178 +11%
X
223
Xponance
Pennsylvania
$1.19M -$32.8K -316 -3%
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$1.17M -$311K -3,000 -21%
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$1.13M