618 hedge funds and large institutions have $11.2B invested in Stifel in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 214 increasing their positions, 199 reducing their positions, and 41 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 capital invested

Capital invested by funds: $ → $

12% more funds holding

Funds holding: 551618 (+67)

2.32% more ownership

Funds ownership: 85.92%88.24% (+2.3%)

8% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 199

Holders
618
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
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
Tanaka Capital Management
New York
$1.59M
SFA
252
Sequoia Financial Advisors
Ohio
$1.59M
Mackenzie Financial
253
Mackenzie Financial
Ontario, Canada
$1.59M
DM
254
Delphi Management
Massachusetts
$1.56M
Pacer Advisors
255
Pacer Advisors
Pennsylvania
$1.53M
CL
256
Choreo LLC
Illinois
$1.51M
GCM
257
Gator Capital Management
Florida
$1.5M
CCM
258
Coldstream Capital Management
Washington
$1.5M
STA
259
Summit Trail Advisors
New York
$1.49M
PAP
260
Persistent Asset Partners
Hong Kong
$1.41M
LAM
261
LECAP Asset Management
United Kingdom
$1.38M
RP
262
Riverwater Partners
Wisconsin
$1.31M
NA
263
NewEdge Advisors
Louisiana
$1.31M
TCM
264
Tributary Capital Management
Nebraska
$1.3M
PP
265
PDT Partners
New York
$1.29M
JC
266
JBF Capital
Colorado
$1.25M
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$1.25M
WI
268
WBI Investments
New Jersey
$1.25M
QT
269
Quantbot Technologies
New York
$1.22M
MFG
270
Merit Financial Group
Georgia
$1.21M
TCM
271
Twin Capital Management
Pennsylvania
$1.21M
SA
272
Sanctuary Advisors
Indiana
$1.2M
FPAS
273
Focus Partners Advisor Solutions
Missouri
$1.2M
ANTB
274
AMG National Trust Bank
Colorado
$1.18M
VI
275
Vestcor Inc
New Brunswick, Canada
$1.17M