Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stifel Finl Corp (SF)

584 + Investors. Track Smart Money conviction in SF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -44
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — SF

Based on 588 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
588 funds currently hold this stock — 93% of the 3.0-year high of 632 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+101 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 42% buying

255 buying357 selling
Last quarter: 357 funds reduced or exited vs 255 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 99 → 132 → 80 → 60. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 17% new
352 out of 588 hedge funds have held SF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

59 → 99 → 132 → 80 → 60 new funds/Q
New funds entering each quarter: 99 → 132 → 80 → 60. SF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Entry-cohort mix of 597 holders: 389 (65%) are 2+ year veterans, 81 entered 1–2 years ago, and 127 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
63 of 587 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SF

In 2026 Q2, 255 hedge funds were net buyers of SF (60 opened a new position, 195 added to an existing one), while 357 reduced or exited (253 trimmed, 104 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 61% of total institutional value in SF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -44 funds (more exits than new entries). Total institutional holders: 588.

Hedge Fund Ownership: SF

How many hedge funds hold SF — quarterly history vs. share price
Quarterly hedge fund ownership of SF vs. share price

Market Analysis: SF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 4 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: SF
584 + Investors

Track Smart Money conviction in SF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 584 632 -7.59%
13F Shares 138M 138M 0.08%
Total Value $9.43B $10.07B -6.41%
New Positions 59 80 -21
Increased Positions 192 494 -302
Closed Positions 106 74 +32
Reduced Positions 249 48 +201
Total Calls 5 4 25.0%
Total Puts 4 2 100.0%
PUT/CALL Ratio 0.8 0.5 Neutral

Statistics: SF

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Institutional Holders (2026 Q2)

584 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Algebris (uk) Ltd 4.61% 1,007,696 $70.1M
2 Access Investment Management LLC 3.82% 214,024 $14.9M
3 FinArc Investments, Inc. 2.70% 42,681 $3.0M
4 1492 Capital Management LLC 1.54% 74,579 $5.2M
5 Meramec Financial Planners, LLC 1.13% 37,533 $3.1M
6 Prana Capital Management, LP 1.01% 478,332 $33.4M
7 Palisades Investment Partners, LLC 1.00% 50,146 $3.5M
8 Requisite Capital Management, LLC 0.91% 79,119 $5.5M
9 Earnest Partners LLC 0.91% 3,608,530 $251.8M
10 Systematic Financial Management LP 0.86% 617,939 $43.1M
11 PDT Partners, LLC 0.84% 229,968 $16.0M
12 Beverly Hills Private Wealth, LLC 0.74% 55,849 $3.9M
13 WINTON GROUP Ltd 0.68% 299,748 $20.9M
14 J.M. Arbour, LLC 0.66% 10,949 $764K
15 Kennedy Capital Management LLC 0.59% 478,500 $33.4M
16 Edmp, INC. 0.55% 9,728 $679K
17 Riverwater Partners LLC 0.50% 24,008 $1.7M
18 Peregrine Capital Management LLC 0.46% 202,865 $14.2M
19 Stieven Capital Advisors, L.P. 0.43% 32,500 $2.3M
20 Jacobs Levy Equity Management, Inc 0.40% 1,589,213 $110.9M
21 Moran Wealth Management, LLC 0.38% 202,225 $14.1M
22 Heartland Advisors Inc 0.38% 121,653 $8.5M
23 Stanley-Laman Group, Ltd. 0.36% 50,151 $3.5M
24 Brandywine Oak Private Wealth LLC 0.35% 65,982 $4.6M
25 EULAV Asset Management 0.35% 156,633 $10.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Stifel Finl Corp (SF)

What does the Smart Money Trend signal show for SF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SF?

More sellers than buyers — 42% buying: Last quarter: 357 funds reduced or exited vs 255 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SF holders?

Elite ownership — 61% AUM from top-100 funds: 63 of 587 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SF?

60% of holders stayed for 2+ years: 352 out of 588 hedge funds have held SF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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