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
HFS
601
Hughes Financial Services
Virginia
$1.5K
RWM
602
Rialto Wealth Management
New York
$1.5K
IPS
603
Investors Portfolio Services
Washington
$1.41K
BHWM
604
Bay Harbor Wealth Management
Maryland
$1.38K
KG
605
Kilter Group
New York
$1.25K
CH
606
Cromwell Holdings
Wyoming
$1.25K
HIA
607
HFM Investment Advisors
New Jersey
$1.13K
NRG
608
Nemes Rush Group
Michigan
$1K
BFS
609
Bare Financial Services
Pennsylvania
$1K
ACA
610
American Capital Advisory
Idaho
$1K
FMP
611
Financial Management Professionals
Texas
$877
AF
612
Advisornet Financial
Minnesota
$877
WETS
613
Wealth Enhancement Trust Services
South Dakota
$751
TC
614
Trust Company
Kansas
$501
VWA
615
Valued Wealth Advisors
Utah
$257
QWM
616
Quaker Wealth Management
New Jersey
$251
RF
617
Rossby Financial
Florida
$250
DF
618
Dunhill Financial
United Kingdom
$226
CW
619
Curio Wealth
Maryland
$129
TFM
620
TFC Financial Management
Massachusetts
$126
SS
621
SBI Securities
Japan
$125
DT
622
DV Trading
Illinois
$125
MI
623
Motiv8 Investments
Florida
$6
Macquarie Group
624
Macquarie Group
Australia
Point72 Asset Management
625
Point72 Asset Management
Connecticut