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
ANTB
276
AMG National Trust Bank
Colorado
$1.18M
VI
277
Vestcor Inc
New Brunswick, Canada
$1.17M
PCA
278
Pallas Capital Advisors
Massachusetts
$1.17M
IQI
279
Integrated Quantitative Investments
Washington
$1.17M
HighTower Advisors
280
HighTower Advisors
Illinois
$1.17M
X
281
Xponance
Pennsylvania
$1.16M
PL
282
Plancorp LLC
Missouri
$1.15M
UCFA
283
United Capital Financial Advisors
Texas
$1.14M
IG
284
ING Group
Netherlands
$1.13M
Toronto Dominion Bank
285
Toronto Dominion Bank
Ontario, Canada
$1.09M
Mitsubishi UFJ Trust & Banking
286
Mitsubishi UFJ Trust & Banking
Japan
$1.07M
Public Employees Retirement Association of Colorado
287
Public Employees Retirement Association of Colorado
Colorado
$1.06M
BC
288
Bridgefront Capital
Texas
$1.04M
Federated Hermes
289
Federated Hermes
Pennsylvania
$1.03M
P
290
&Partners
Tennessee
$1.02M
NEI
291
Northwest & Ethical Investments
Ontario, Canada
$1.02M
PAG
292
Private Advisor Group
New Jersey
$1.01M
HW
293
Hancock Whitney
Mississippi
$1M
PCM
294
Polymer Capital Management
New York
$995K
ACM
295
Aquatic Capital Management
Illinois
$984K
PFPG
296
Pinnacle Financial Partners (Georgia)
Georgia
$983K
CGH
297
Crossmark Global Holdings
Texas
$978K
CIA
298
Concurrent Investment Advisors
Florida
$974K
VF
299
Virtu Financial
New York
$965K
KF
300
Krilogy Financial
Missouri
$955K