SF

Stifel

Delisted

SF was delisted on the 15th of May, 2026.

623 hedge funds and large institutions have $11.3B invested in Stifel in 2025 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 216 increasing their positions, 200 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

13% more capital invested

Capital invested by funds: $9.96B → $11.3B (+$1.29B)

3.61% more ownership

Funds ownership: 128.84%132.45% (+3.6%)

8% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 200

Holders
623
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.6M
Puts
$8.54M
Net Calls
Net Calls Change

Top Buyers

1 +$169M
2 +$68.6M
3 +$52M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.5M
5
Goldman Sachs
Goldman Sachs
New York
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
526
Mitsubishi UFJ Asset Management
Japan
$35.5K
CIAM
527
Caitong International Asset Management
Hong Kong
$34.2K
NS
528
NBC Securities
Alabama
$32.9K
KFAS
529
Keating Financial Advisory Services
Kansas
$30.6K
AWM
530
Activest Wealth Management
Florida
$30.3K
OCM
531
Osterweis Capital Management
California
$26.5K
PWPS
532
Pinnacle Wealth Planning Services
Ohio
$26.4K
EW
533
Elyxium Wealth
California
$23.5K
MB
534
MidFirst Bank
Oklahoma
$23.4K
SL
535
Salomon & Ludwin
Virginia
$23K
VSQM
536
V-Square Quantitative Management
Illinois
$22.7K
BC
537
Bayforest Capital
United Kingdom
$21.7K
FFO
538
Fortitude Family Office
Arizona
$20.3K
CTC
539
Central Trust Company
Missouri
$18.7K
WA
540
WPG Advisers
Maryland
$18.4K
AGWCA
541
Annis Gardner Whiting Capital Advisors
Florida
$18K
CFD
542
Creative Financial Designs
Indiana
$17.9K
JWA
543
JFS Wealth Advisors
Pennsylvania
$16.5K
OC
544
Oakworth Capital
Alabama
$15.5K
BIA
545
Bell Investment Advisors
California
$13.3K
CWP
546
Concord Wealth Partners
Virginia
$12.5K
DWM
547
Dogwood Wealth Management
Kansas
$12.1K
BCM
548
Boreal Capital Management
Florida
$12.1K
FFA
549
Frazier Financial Advisors
Ohio
$11.8K
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$11.5K