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Stifel

629 hedge funds and large institutions have $10.3B invested in Stifel in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 261 increasing their positions, 244 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $2.35M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

7% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 244

0% more funds holding

Funds holding: 627629 (+2)

0.2% more ownership

Funds ownership: 132.46%132.66% (+0.2%)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$998M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
629
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
7.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
78
Increased
261
Reduced
244
Closed
66
Calls
$12.9M
Puts
$2.35M
Net Calls
+$10.5M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.07B +$38.5M +485,210 +3%
AQR Capital Management
2
AQR Capital Management
Connecticut
$622M +$328M +4,129,088 +95%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$601M -$11.1M -140,162 -2%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$527M +$566M +7,123,755 New
VCM
5
Vanguard Capital Management
Pennsylvania
$491M +$528M +6,647,564 New
State Street
6
State Street
Massachusetts
$344M +$4.55M +57,338 +1%
AllianceBernstein
7
AllianceBernstein
Tennessee
$339M -$37.9M -477,052 -15%
Boston Partners
8
Boston Partners
Massachusetts
$313M +$60M +755,488 +22%
Stifel Financial
9
Stifel Financial
Missouri
$279M +$27.6M +347,210 +10%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$273M -$103M -1,295,359 -26%
EARNEST Partners
11
EARNEST Partners
Georgia
$273M -$9.28M -116,850 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$211M +$6.71M +84,507 +3%
Capital Research Global Investors
13
Capital Research Global Investors
California
$207M -$40.9M -514,777 -16%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$193M +$2.22M +27,907 +1%
Morgan Stanley
15
Morgan Stanley
New York
$146M -$10.6M -133,177 -6%
Bank of America
16
Bank of America
North Carolina
$139M +$8.13M +102,405 +6%
Fisher Asset Management
17
Fisher Asset Management
Washington
$125M -$8.67M -109,242 -6%
Northern Trust
18
Northern Trust
Illinois
$113M +$2.1M +26,443 +2%
NAMI
19
Nomura Asset Management International
Pennsylvania
$108M +$151K +1,897 +0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$101M -$7.26M -91,443 -6%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$101M +$108M +1,364,978 New
Charles Schwab
22
Charles Schwab
California
$98.6M +$5.62M +70,758 +6%
GKIM
23
GW&K Investment Management
Massachusetts
$96.7M -$3.05M -38,357 -3%
Marshall Wace
24
Marshall Wace
United Kingdom
$95.5M -$50.4M -634,731 -33%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$93.5M +$40.9M +515,398 +69%