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
SIM
326
Studio Investment Management
Illinois
$670K
CIA
327
Caerus Investment Advisors
Texas
$668K
RCM
328
Radnor Capital Management
Pennsylvania
$668K
URS
329
Utah Retirement Systems
Utah
$664K
Baird Financial Group
330
Baird Financial Group
Wisconsin
$661K
TRCT
331
Tower Research Capital (TRC)
New York
$644K
PWM
332
Perigon Wealth Management
California
$619K
YMRC
333
Yorktown Management & Research Company
Virginia
$614K
HWM
334
HB Wealth Management
Georgia
$610K
COI
335
Connable Office Inc
Michigan
$610K
CPIG
336
Chicago Partners Investment Group
Illinois
$607K
William Blair & Company
337
William Blair & Company
Illinois
$605K
TPI
338
Trust Point Inc
Wisconsin
$605K
CI Investments Inc
339
CI Investments Inc
Ontario, Canada
$602K
Aviva
340
Aviva
United Kingdom
$590K
CFO
341
Callan Family Office
Pennsylvania
$583K
IWC
342
Integrated Wealth Concepts
Massachusetts
$582K
MSRPS
343
Maryland State Retirement & Pension System
Maryland
$581K
MAS
344
Meeder Advisory Services
Ohio
$569K
CCIA
345
Campbell & Co Investment Adviser
Maryland
$560K
ECM
346
Evergreen Capital Management
Washington
$549K
WCM
347
Whitener Capital Management
North Carolina
$548K
SWP
348
Stratos Wealth Partners
Ohio
$546K
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$526K
DA
350
Detalus Advisors
Missouri
$526K