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
PTC
576
Private Trust Company
Ohio
$3.76K
CAM
577
Costello Asset Management
Pennsylvania
$3.76K
SEP
578
Signature Equity Partners
Ohio
$3.76K
IAS
579
IMA Advisory Services
Colorado
$3.63K
PWMG
580
Prestige Wealth Management Group
New Jersey
$3.51K
CA
581
CoreCap Advisors
Michigan
$3.38K
S
582
Sachetta
Massachusetts
$3.26K
IAIM
583
International Assets Investment Management
Florida
$3.26K
MFT
584
Moisand Fitzgerald Tamayo
Florida
$3.13K
MCM
585
Manchester Capital Management
Vermont
$2.88K
DPW
586
DiNuzzo Private Wealth
Pennsylvania
$2.88K
AFC
587
Ares Financial Consulting
California
$2.63K
AA
588
Addison Advisors
Vermont
$2.38K
OP
589
ORG Partners
Indiana
$2.38K
AFG
590
Albion Financial Group
Utah
$2.25K
CFO
591
CVA Family Office
Colorado
$2.13K
GSWM
592
Golden State Wealth Management
California
$2.13K
SWM
593
SHP Wealth Management
Massachusetts
$2.13K
GEA
594
Glen Eagle Advisors
New Jersey
$2.07K
ACA
595
Atlas Capital Advisors
Wyoming
$2K
AW
596
Avion Wealth
Texas
$2K
EWP
597
Elevation Wealth Partners
California
$1.88K
MCA
598
McGuire Capital Advisors
Oklahoma
$1.63K
PWA
599
Principia Wealth Advisory
Texas
$1.5K
HWP
600
Highline Wealth Partners
California
$1.5K