622 hedge funds and large institutions have $11.3B invested in Stifel in 2025 Q4 according to their latest regulatory filings, with 123 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)

2.49% more ownership

Funds ownership: 86.53%89.02% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 200

Holders
622
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
QCM
251
QRG Capital Management
Illinois
$1.67M
TCM
252
Tanaka Capital Management
New York
$1.59M
SFA
253
Sequoia Financial Advisors
Ohio
$1.59M
Mackenzie Financial
254
Mackenzie Financial
Ontario, Canada
$1.59M
DM
255
Delphi Management
Massachusetts
$1.56M
Pacer Advisors
256
Pacer Advisors
Pennsylvania
$1.53M
CL
257
Choreo LLC
Illinois
$1.51M
GCM
258
Gator Capital Management
Florida
$1.5M
CCM
259
Coldstream Capital Management
Washington
$1.5M
STA
260
Summit Trail Advisors
New York
$1.49M
PAP
261
Persistent Asset Partners
Hong Kong
$1.41M
LAM
262
LECAP Asset Management
United Kingdom
$1.38M
RP
263
Riverwater Partners
Wisconsin
$1.31M
NA
264
NewEdge Advisors
Louisiana
$1.31M
TCM
265
Tributary Capital Management
Nebraska
$1.3M
PP
266
PDT Partners
New York
$1.29M
BONH
267
Bank of New Hampshire
New Hampshire
$1.25M
JC
268
JBF Capital
Colorado
$1.25M
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$1.25M
WI
270
WBI Investments
New Jersey
$1.25M
QT
271
Quantbot Technologies
New York
$1.22M
MFG
272
Merit Financial Group
Georgia
$1.21M
TCM
273
Twin Capital Management
Pennsylvania
$1.21M
SA
274
Sanctuary Advisors
Indiana
$1.2M
FPAS
275
Focus Partners Advisor Solutions
Missouri
$1.2M