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
Holders
519
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
77
Increased
205
Reduced
148
Closed
53
Calls
$15.1M
Puts
$6.86M
Net Calls
+$8.23M
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1B +$20.5M +217,415 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$895M +$81.2M +861,691 +10%
BlackRock
3
BlackRock
New York
$888M -$3.94M -41,808 -0.4%
State Street
4
State Street
Massachusetts
$305M +$2.14M +22,749 +0.7%
EARNEST Partners
5
EARNEST Partners
Georgia
$275M -$3.03M -32,165 -1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$246M -$81.5M -865,159 -25%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$234M -$10.4M -110,697 -4%
Stifel Financial
8
Stifel Financial
Missouri
$226M +$22.6M +239,259 +11%
AllianceBernstein
9
AllianceBernstein
Tennessee
$215M -$34.6M -366,969 -14%
Morgan Stanley
10
Morgan Stanley
New York
$189M -$52.3M -555,051 -22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$169M +$8.3M +88,066 +5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$143M -$12.3M -130,352 -8%
Fisher Asset Management
13
Fisher Asset Management
Washington
$131M -$14.1M -150,044 -10%
AQR Capital Management
14
AQR Capital Management
Connecticut
$127M +$96.3M +1,049,665 +314%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$123M +$175K +1,855 +0.1%
Invesco
16
Invesco
Georgia
$114M +$388K +4,115 +0.3%
Charles Schwab
17
Charles Schwab
California
$114M -$2.23M -23,698 -2%
Marshall Wace
18
Marshall Wace
United Kingdom
$114M +$99.8M +1,058,875 +717%
Bank of America
19
Bank of America
North Carolina
$112M +$14.8M +157,414 +15%
Macquarie Group
20
Macquarie Group
Australia
$111M -$11.7M -124,631 -10%
Northern Trust
21
Northern Trust
Illinois
$107M +$681K +7,229 +0.6%
GKIM
22
GW&K Investment Management
Massachusetts
$101M -$1.59M -16,825 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$92.9M -$1.89M -20,005 -2%
Principal Financial Group
24
Principal Financial Group
Iowa
$83.9M -$3.56M -37,805 -4%
Goldman Sachs
25
Goldman Sachs
New York
$83.6M -$7.46M -79,117 -8%