Stifel
524 hedge funds and large institutions have $8.43B invested in Stifel in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 207 increasing their positions, 153 reducing their positions, and 54 closing their positions.
120% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $6.86M
37% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 54
36% more capital inflows, than outflows
Capital inflows: $831M | Capital outflows: $612M
35% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 153
2% more funds holding
Funds holding: 512 → 524 (+12)
0.65% more ownership
Funds ownership: 85.6% → 86.25% (+0.65%)
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$112M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$111M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$91.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$36.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$91.5M |
| 2 |
Morgan Stanley
New York
|
-$58.7M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$53.2M |
| 4 |
Millennium Management
New York
|
-$44.3M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$38.8M |
SF Hedge Fund Activity: Q1 2025 in Review
524 of the 7,486 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2025, worth a combined $8.43B — down 9.3% from $9.29B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new SF positions and 54 closed out — a net gain of 20 holders — while 207 added to existing stakes and 153 trimmed.
The largest buyer was Marshall Wace, adding an estimated $112M. The largest seller was Capital Research Global Investors, cutting an estimated $91.5M.
- 524 institutional investors held Stifel (SF) as of Q1 2025, up from 512 in Q4 2024.
- Funds reported $8.43B of Stifel stock for Q1 2025, down 9.3% quarter-over-quarter.
- 74 funds opened new Stifel positions in Q1 2025 and 54 closed out, a net change of +20 holders.
- The largest Stifel buyer in Q1 2025 was Marshall Wace, an estimated $112M added.
- The largest Stifel seller in Q1 2025 was Capital Research Global Investors, an estimated $91.5M sold.
Based on aggregated 13F filings for Q1 2025.