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Stifel
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Overview Fund Activity

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

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$241M
2
Millennium Management
Millennium Management
New York
$207M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$104M
4
Victory Capital Management
Victory Capital Management
Texas
$80.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$315M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$53.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B -$25.2M -243,052 -2%
BlackRock
2
BlackRock
New York
$975M -$1.84M -17,767 -0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$932M -$53.2M -512,997 -5%
State Street
4
State Street
Massachusetts
$328M -$7.95M -76,615 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$315M +$57.5M +554,482 +22%
EARNEST Partners
6
EARNEST Partners
Georgia
$303M +$510K +4,911 +0.2%
Boston Partners
7
Boston Partners
Massachusetts
$241M +$233M +2,243,961 +2,727%
Stifel Financial
8
Stifel Financial
Missouri
$240M -$8.92M -85,916 -4%
Capital Research Global Investors
9
Capital Research Global Investors
California
$233M -$37.8M -363,818 -14%
AllianceBernstein
10
AllianceBernstein
Tennessee
$213M -$23.8M -229,653 -10%
Millennium Management
11
Millennium Management
New York
$207M +$139M +1,341,624 +204%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$187M +$954K +9,188 +0.5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$176M +$18.2M +175,524 +12%
Morgan Stanley
14
Morgan Stanley
New York
$159M -$49.8M -480,225 -24%
Norges Bank
15
Norges Bank
Norway
$143M +$143M +1,381,548 New
Invesco
16
Invesco
Georgia
$142M +$16.3M +156,877 +13%
Fisher Asset Management
17
Fisher Asset Management
Washington
$132M -$12.5M -120,690 -9%
Charles Schwab
18
Charles Schwab
California
$124M -$1.33M -12,772 -1%
AQR Capital Management
19
AQR Capital Management
Connecticut
$122M -$22M -212,364 -15%
Macquarie Group
20
Macquarie Group
Australia
$120M -$1.83M -17,671 -2%
Northern Trust
21
Northern Trust
Illinois
$115M -$3.25M -31,319 -3%
Bank of America
22
Bank of America
North Carolina
$114M -$9.2M -88,620 -7%
GKIM
23
GW&K Investment Management
Massachusetts
$107M -$3.7M -35,641 -3%
Alyeska Investment Group
24
Alyeska Investment Group
Illinois
$104M +$104M +997,899 New
Marshall Wace
25
Marshall Wace
United Kingdom
$103M -$22.3M -214,454 -18%
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