Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stifel Finl Corp (SF)

622 + 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
↑ +4
Streak
3Q ▲
Buyers last Q
82%

Smart Money Signals — SF

Based on 629 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
629 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 — +21% more funds vs a year ago

fund count last 6Q
+110 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 buyers than sellers — 82% buying

572 buying125 selling
Last quarter: 572 funds were net buyers (79 opened a brand new position + 493 added to an existing one). Only 125 were sellers (50 trimmed + 75 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-53 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 57 → 99 → 132 → 79. 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.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 22% new
338 out of 629 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.
💎

Buying through price weakness — shares +52%, value -11%

Value
-11%
Shares
+51%
Last quarter: funds added +52% more shares while total portfolio value only changed -11%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

79 → 57 → 99 → 132 → 79 new funds/Q
New funds entering each quarter: 57 → 99 → 132 → 79. A growing number of institutions are discovering SF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 28% newcomers

■ 61% veterans ■ 11% 1-2yr ■ 28% new
Entry-cohort mix of 633 holders: 383 (61%) are 2+ year veterans, 72 entered 1–2 years ago, and 178 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
56 of 627 holders are among the 100 largest funds by AUM, controlling 45% 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.

Institutional Sentiment Summary — SF

In 2026 Q1, 572 hedge funds were net buyers of SF (79 opened a new position, 493 added to an existing one), while 125 reduced or exited (50 trimmed, 75 sold completely) — a 82% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in SF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 629.

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

-- --

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

Is It Too Late to Buy Stifel Finl Corp (SF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SF has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
SF
-0.6%
XLF
+9.5%

SF outperformed XLF by -10.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
SF
-0.7%
XLF
+5.8%

Since the filing became public, SF outperformed XLF by -6.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

42 top-rated funds 5 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: SF
622 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 622 625 -0.48%
13F Shares 136M 90M 50.95%
Total Value $9.91B $11.20B -11.58%
New Positions 76 132 -56
Increased Positions 489 215 +274
Closed Positions 79 50 +29
Reduced Positions 47 196 -149
Total Calls 4 6 -33.33%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: SF

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

622 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Access Investment Management LLC 4.21% 213,750 $15.8M
2 PMC FIG Opportunities LLC 3.45% 30,384 $2.2M
3 Algebris (uk) Ltd 3.23% 604,368 $44.6M
4 FinArc Investments, Inc. 2.99% 42,062 $3.1M
5 Philadelphia Financial Management of San Francisco, LLC 2.43% 113,348 $8.4M
6 1492 Capital Management LLC 2.28% 80,919 $6.0M
7 Palisades Investment Partners, LLC 1.42% 49,004 $3.6M
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 Kennedy Capital Management LLC 0.76% 485,301 $35.9M
13 Beverly Hills Private Wealth, LLC 0.76% 61,374 $4.5M
14 Lecap Asset Management Ltd 0.68% 24,538 $1.8M
15 Covenant Asset Management, LLC 0.67% 60,077 $4.4M
16 WINTON GROUP Ltd 0.64% 246,970 $18.3M
17 J.M. Arbour, LLC 0.62% 8,785 $649K
18 Gator Capital Management, LLC 0.61% 40,500 $3.0M
19 Edmp, INC. 0.58% 9,727 $719K
20 Riverwater Partners LLC 0.57% 23,279 $1.7M
21 Peregrine Capital Management LLC 0.53% 195,017 $14.4M
22 Quantum Private Wealth, LLC 0.51% 22,351 $1.7M
23 Heartland Advisors Inc 0.51% 134,153 $9.9M
24 nVerses Capital, LLC 0.49% 7,354 $544K
25 PDT Partners, LLC 0.49% 112,494 $8.3M
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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 82% buying: Last quarter: 572 funds were net buyers (79 opened a brand new position + 493 added to an existing one). Only 125 were sellers (50 trimmed + 75 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SF holders?

Elite ownership — 45% AUM from top-100 funds: 56 of 627 holders are among the 100 largest funds by AUM, controlling 45% 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?

54% of holders stayed for 2+ years: 338 out of 629 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.

Is it too late to buy Stifel Finl Corp (SF) following the 2026 Q1 hedge fund 13F filings?

As of today, SF has moved -0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -6.5%. Since the quarter end (March 31, 2026), SF has gained -0.6% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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