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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B -$22.4M -364,578 -2%
BlackRock
2
BlackRock
New York
$975M -$1.64M -26,650 -0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$932M -$47.3M -769,496 -5%
State Street
4
State Street
Massachusetts
$328M -$7.06M -114,923 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$315M +$51.1M +831,723 +22%
EARNEST Partners
6
EARNEST Partners
Georgia
$303M +$452K +7,366 +0.2%
Boston Partners
7
Boston Partners
Massachusetts
$241M +$207M +3,365,942 +2,727%
Stifel Financial
8
Stifel Financial
Missouri
$240M -$7.91M -128,874 -4%
Capital Research Global Investors
9
Capital Research Global Investors
California
$233M -$33.5M -545,727 -14%
AllianceBernstein
10
AllianceBernstein
Tennessee
$213M -$21.2M -344,480 -10%
Millennium Management
11
Millennium Management
New York
$207M +$124M +2,012,436 +204%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$187M +$846K +13,782 +0.5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$176M +$16.2M +263,286 +12%
Morgan Stanley
14
Morgan Stanley
New York
$159M -$44.2M -720,338 -24%
Norges Bank
15
Norges Bank
Norway
$143M +$1.63M +26,530 +1%
Invesco
16
Invesco
Georgia
$142M +$14.5M +235,316 +13%
Fisher Asset Management
17
Fisher Asset Management
Washington
$132M -$11.1M -181,035 -9%
Charles Schwab
18
Charles Schwab
California
$124M -$1.18M -19,158 -1%
AQR Capital Management
19
AQR Capital Management
Connecticut
$122M -$19.6M -318,546 -15%
Macquarie Group
20
Macquarie Group
Australia
$120M -$1.63M -26,506 -2%
Northern Trust
21
Northern Trust
Illinois
$115M -$2.89M -46,979 -3%
Bank of America
22
Bank of America
North Carolina
$114M -$8.16M -132,930 -7%
GKIM
23
GW&K Investment Management
Massachusetts
$107M -$3.28M -53,462 -3%
Alyeska Investment Group
24
Alyeska Investment Group
Illinois
$104M +$91.9M +1,496,849 New
Marshall Wace
25
Marshall Wace
United Kingdom
$103M -$19.8M -321,681 -18%

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.