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
PCA
276
Pallas Capital Advisors
Massachusetts
$1.17M
IQI
277
Integrated Quantitative Investments
Washington
$1.17M
HighTower Advisors
278
HighTower Advisors
Illinois
$1.17M
X
279
Xponance
Pennsylvania
$1.16M
PL
280
Plancorp LLC
Missouri
$1.15M
UCFA
281
United Capital Financial Advisors
Texas
$1.14M
IG
282
ING Group
Netherlands
$1.13M
Toronto Dominion Bank
283
Toronto Dominion Bank
Ontario, Canada
$1.09M
Mitsubishi UFJ Trust & Banking
284
Mitsubishi UFJ Trust & Banking
Japan
$1.07M
Public Employees Retirement Association of Colorado
285
Public Employees Retirement Association of Colorado
Colorado
$1.06M
BC
286
Bridgefront Capital
Texas
$1.04M
Federated Hermes
287
Federated Hermes
Pennsylvania
$1.03M
P
288
&Partners
Tennessee
$1.02M
NEI
289
Northwest & Ethical Investments
Ontario, Canada
$1.02M
PAG
290
Private Advisor Group
New Jersey
$1.01M
HW
291
Hancock Whitney
Mississippi
$1M
PCM
292
Polymer Capital Management
New York
$995K
ACM
293
Aquatic Capital Management
Illinois
$984K
PFPG
294
Pinnacle Financial Partners (Georgia)
Georgia
$983K
CGH
295
Crossmark Global Holdings
Texas
$978K
CIA
296
Concurrent Investment Advisors
Florida
$974K
VF
297
Virtu Financial
New York
$965K
KF
298
Krilogy Financial
Missouri
$955K
CIP
299
Cornerstone Investment Partners
Georgia
$949K
SAM
300
Securian Asset Management
Minnesota
$929K