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
WCM
351
Whitener Capital Management
North Carolina
$548K
SWP
352
Stratos Wealth Partners
Ohio
$546K
Cambridge Investment Research Advisors
353
Cambridge Investment Research Advisors
Iowa
$526K
DA
354
Detalus Advisors
Missouri
$526K
WA
355
Waverly Advisors
Alabama
$521K
ProShare Advisors
356
ProShare Advisors
Maryland
$511K
KeyBank National Association
357
KeyBank National Association
Ohio
$506K
CJ
358
Caitlin John
Michigan
$501K
RS
359
R Squared
Hong Kong
$495K
CG
360
Cynosure Group
Utah
$493K
CP
361
Covenant Partners
Tennessee
$485K
CCMG
362
Clark Capital Management Group
Pennsylvania
$482K
DP
363
Dundas Partners
United Kingdom
$476K
CG
364
Caprock Group
Idaho
$475K
MC
365
Machina Capital
France
$467K
TD Asset Management
366
TD Asset Management
Ontario, Canada
$465K
ONB
367
Old National Bancorp
Indiana
$461K
MAM
368
Martingale Asset Management
Massachusetts
$458K
EC
369
EntryPoint Capital
New York
$455K
LFG
370
Larson Financial Group
Missouri
$445K
FTWA
371
Fifth Third Wealth Advisors
Ohio
$445K
PFBT
372
Parkside Financial Bank & Trust
Missouri
$442K
NDSIB
373
North Dakota State Investment Board
North Dakota
$442K
Nisa Investment Advisors
374
Nisa Investment Advisors
Missouri
$436K
IFU
375
iSAM Funds (UK)
United Kingdom
$434K