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
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$678K
OIA
327
OneDigital Investment Advisors
Kansas
$676K
SIM
328
Studio Investment Management
Illinois
$670K
CIA
329
Caerus Investment Advisors
Texas
$668K
RCM
330
Radnor Capital Management
Pennsylvania
$668K
URS
331
Utah Retirement Systems
Utah
$664K
Baird Financial Group
332
Baird Financial Group
Wisconsin
$661K
RCAG
333
Rehmann Capital Advisory Group
Michigan
$653K
TRCT
334
Tower Research Capital (TRC)
New York
$644K
PWM
335
Perigon Wealth Management
California
$619K
YMRC
336
Yorktown Management & Research Company
Virginia
$614K
HWM
337
HB Wealth Management
Georgia
$610K
COI
338
Connable Office Inc
Michigan
$610K
CPIG
339
Chicago Partners Investment Group
Illinois
$607K
William Blair & Company
340
William Blair & Company
Illinois
$605K
TPI
341
Trust Point Inc
Wisconsin
$605K
CI Investments Inc
342
CI Investments Inc
Ontario, Canada
$602K
Aviva
343
Aviva
United Kingdom
$590K
CFO
344
Callan Family Office
Pennsylvania
$583K
IWC
345
Integrated Wealth Concepts
Massachusetts
$582K
MSRPS
346
Maryland State Retirement & Pension System
Maryland
$581K
MAS
347
Meeder Advisory Services
Ohio
$569K
CCIA
348
Campbell & Co Investment Adviser
Maryland
$560K
ECM
349
Evergreen Capital Management
Washington
$549K
WCM
350
Whitener Capital Management
North Carolina
$548K