Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STIFEL FINL CORP (SF)

595 + 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
↑ +82
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — SF

Based on 625 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
625 hedge funds hold SF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+125 new funds entered over the past year (+25% 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.
🟡

Slight buying edge — 58% buying

349 buying250 selling
Last quarter: 349 funds bought or added vs 250 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new SF position: 79 → 57 → 99 → 132. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 23% medium ■ 24% new
329 out of 625 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.
🚀

Acceleration phase — new buyers rushing in

95 → 79 → 57 → 99 → 132 new funds/Q
New funds entering each quarter: 79 → 57 → 99 → 132. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 11% 1-2yr ■ 31% new
Of 632 current holders: 365 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
60 of 625 holders are among the 100 largest funds by AUM, controlling 55% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 2025 Q4, 349 hedge funds were net buyers of SF (132 opened a new position, 217 added to an existing one), while 250 reduced or exited (200 trimmed, 50 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in SF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +82 funds (more new holders than closures). Total institutional holders: 625.

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

71 top-rated funds 5 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: SF
2026 Q1 Stats Unlock in 1 days 595 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 595 517 15.09%
13F Shares 89M 87M 2.85%
Total Value $11.12B $10.94B 1.62%
New Positions 125 95 +30
Increased Positions 211 203 +8
Closed Positions 48 37 +11
Reduced Positions 194 153 +41
Total Calls 6 7 -14.29%
Total Puts 3 1 200.0%
PUT/CALL Ratio 0.5 0.14 Bullish

Statistics: SF

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Financial Highlights

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Institutional Holders (2026 Q1)

595 + 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 institutional holders of SF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMC FIG Opportunities LLC 3.45% 30,384 $2.2M
2 ALGEBRIS (UK) LTD 3.23% 604,368 $44.6M
3 Philadelphia Financial Management of San Francisco, LLC 2.43% 113,348 $8.4M
4 TANAKA CAPITAL MANAGEMENT INC 2.36% 19,090 $1K
5 1492 Capital Management LLC 2.28% 80,919 $6.0M
6 Palisades Investment Partners, LLC 1.42% 49,004 $3.6M
7 DELPHI MANAGEMENT INC /MA/ 1.28% 14,453 $1K
8 Meramec Financial Planners, LLC 1.22% 37,533 $3.1M
9 EARNEST PARTNERS LLC 1.12% 3,690,114 $272.8M
10 SYSTEMATIC FINANCIAL MANAGEMENT LP 1.05% 616,827 $45.6M
11 Prana Capital Management, LP 0.95% 424,078 $31.3M
12 GW&K Investment Management, LLC 0.85% 1,307,745 $97K
13 KENNEDY CAPITAL MANAGEMENT LLC 0.76% 485,301 $35.9M
14 Beverly Hills Private Wealth, LLC 0.76% 61,374 $4.5M
15 LECAP ASSET MANAGEMENT LTD 0.68% 24,538 $1.8M
16 Covenant Asset Management, LLC 0.67% 60,077 $4.4M
17 WINTON GROUP Ltd 0.64% 246,970 $18.3M
18 J.M. Arbour, LLC 0.62% 8,785 $649K
19 Gator Capital Management, LLC 0.61% 40,500 $3.0M
20 EDMP, INC. 0.58% 9,727 $719K
21 Riverwater Partners LLC 0.57% 23,279 $1.7M
22 PEREGRINE CAPITAL MANAGEMENT LLC 0.53% 195,017 $14.4M
23 Quantum Private Wealth, LLC 0.51% 22,351 $1.7M
24 HEARTLAND ADVISORS INC 0.51% 134,153 $9.9M
25 nVerses Capital, LLC 0.49% 7,354 $544K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SF?

Slight buying edge — 58% buying: Last quarter: 349 funds bought or added vs 250 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SF holders?

Elite ownership — 55% AUM from top-100 funds: 60 of 625 holders are among the 100 largest funds by AUM, controlling 55% 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?

53% of holders stayed for 2+ years: 329 out of 625 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.