484 hedge funds and large institutions have $9.31B invested in Stifel in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 167 increasing their positions, 192 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less funds holding

Funds holding: 519484 (-35)

13% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 192

35% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 84

Holders
484
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13M
Puts
$3.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
201
Vanguard Personalized Indexing Management
California
$1.67M
Pictet Asset Management
202
Pictet Asset Management
Switzerland
$1.62M
CL
203
Choreo LLC
Illinois
$1.56M
QPW
204
Quantum Private Wealth
Florida
$1.55M
ZIG
205
Zurich Insurance Group
Switzerland
$1.53M
Brown Advisory
206
Brown Advisory
Maryland
$1.52M
GC
207
Guggenheim Capital
Illinois
$1.51M
Neuberger Berman Group
208
Neuberger Berman Group
New York
$1.49M
BA
209
Bridgewater Associates
Connecticut
$1.43M
PFO
210
PMC FIG Opportunities
Israel
$1.41M
DS
211
DRW Securities
Illinois
$1.41M
DM
212
Delphi Management
Massachusetts
$1.38M
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$1.36M
HF
214
HRT Financial
New York
$1.36M
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1.35M
A
216
AlphaQuest
New York
$1.31M
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$1.29M
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$1.25M
GCM
219
Gator Capital Management
Florida
$1.25M
CCM
220
Coldstream Capital Management
Washington
$1.23M
DT
221
Diversified Trust
Tennessee
$1.22M
AAS
222
Avantax Advisory Services
Texas
$1.19M
X
223
Xponance
Pennsylvania
$1.19M
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$1.17M
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$1.13M