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
↑ +77
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — SF

Based on 588 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
588 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
+116 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 — 59% buying

332 buying234 selling
Last quarter: 332 funds bought or added vs 234 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 (+30 vs last Q)

new funds entering per quarter
Funds opening a new SF position: 73 → 54 → 95 → 125. 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+) ■ 22% medium ■ 25% new
311 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.
🚀

Acceleration phase — new buyers rushing in

88 → 73 → 54 → 95 → 125 new funds/Q
New funds entering each quarter: 73 → 54 → 95 → 125. 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 595 current holders: 345 (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 — 53% AUM from top-100 funds

53% from top-100 AUM funds
44 of 588 holders are among the 100 largest funds by AUM, controlling 53% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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

-- --
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 17 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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Valuation Measures Data as of: --

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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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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.

Top 25 institutional holders of SF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 1492 Capital Management LLC 2.28% 80,919 $6.0M
2 Palisades Investment Partners, LLC 1.42% 49,004 $3.6M
3 DELPHI MANAGEMENT INC /MA/ 1.28% 14,453 $1K
4 Meramec Financial Planners, LLC 1.22% 37,533 $3.1M
5 LECAP ASSET MANAGEMENT LTD 0.68% 24,538 $1.8M
6 Covenant Asset Management, LLC 0.67% 60,077 $4.4M
7 J.M. Arbour, LLC 0.62% 8,785 $649K
8 EDMP, INC. 0.58% 9,727 $719K
9 PEREGRINE CAPITAL MANAGEMENT LLC 0.53% 195,017 $14.4M
10 Quantum Private Wealth, LLC 0.51% 22,351 $1.7M
11 Stanley-Laman Group, Ltd. 0.46% 51,140 $3.8M
12 Moran Wealth Management, LLC 0.46% 204,372 $15.1M
13 Yorktown Management & Research Co Inc 0.45% 7,350 $543K
14 BRANDYWINE OAK PRIVATE WEALTH LLC 0.41% 66,682 $4.9M
15 Avise Financial Cooperative, Inc. 0.32% 5,273 $390K
16 BW Gestao de Investimentos Ltda. 0.31% 124,967 $9.2M
17 Verdence Capital Advisors LLC 0.30% 69,178 $5.1M
18 ETF Store, Inc. 0.29% 4,008 $296K
19 Bank of New Hampshire 0.25% 14,961 $1.1M
20 EVOLVE PRIVATE WEALTH, LLC 0.25% 62,285 $4.6M
21 Polianta Ltd 0.20% 20,600 $2K
22 MQS Management LLC 0.19% 3,749 $277K
23 EAGLE ROCK INVESTMENT COMPANY, LLC 0.16% 15,112 $1.1M
24 HARBOR CAPITAL ADVISORS, INC. 0.16% 26,377 $2K
25 R Squared Ltd 0.15% 3,753 $277K
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 — 59% buying: Last quarter: 332 funds bought or added vs 234 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 — 53% AUM from top-100 funds: 44 of 588 holders are among the 100 largest funds by AUM, controlling 53% 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: 311 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.