SF

Stifel

626 hedge funds and large institutions have $11.3B invested in Stifel in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 217 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)

3.61% more ownership

Funds ownership: 128.85%132.46% (+3.6%)

9% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 200

Holders
626
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
VWM
326
Venturi Wealth Management
Texas
$679K
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$678K
OIA
328
OneDigital Investment Advisors
Kansas
$676K
SIM
329
Studio Investment Management
Illinois
$670K
CIA
330
Caerus Investment Advisors
Texas
$668K
RCM
331
Radnor Capital Management
Pennsylvania
$668K
URS
332
Utah Retirement Systems
Utah
$664K
Baird Financial Group
333
Baird Financial Group
Wisconsin
$661K
RCAG
334
Rehmann Capital Advisory Group
Michigan
$653K
TRCT
335
Tower Research Capital (TRC)
New York
$644K
PWM
336
Perigon Wealth Management
California
$619K
YMRC
337
Yorktown Management & Research Company
Virginia
$614K
HWM
338
HB Wealth Management
Georgia
$610K
COI
339
Connable Office Inc
Michigan
$610K
CPIG
340
Chicago Partners Investment Group
Illinois
$607K
William Blair & Company
341
William Blair & Company
Illinois
$605K
TPI
342
Trust Point Inc
Wisconsin
$605K
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$602K
Aviva
344
Aviva
United Kingdom
$590K
CFO
345
Callan Family Office
Pennsylvania
$583K
IWC
346
Integrated Wealth Concepts
Massachusetts
$582K
MSRPS
347
Maryland State Retirement & Pension System
Maryland
$581K
MAS
348
Meeder Advisory Services
Ohio
$569K
CCIA
349
Campbell & Co Investment Adviser
Maryland
$560K
ECM
350
Evergreen Capital Management
Washington
$549K