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
WA
351
Waverly Advisors
Alabama
$521K
ProShare Advisors
352
ProShare Advisors
Maryland
$511K
KeyBank National Association
353
KeyBank National Association
Ohio
$506K
CJ
354
Caitlin John
Michigan
$501K
RS
355
R Squared
Hong Kong
$495K
CG
356
Cynosure Group
Utah
$493K
CP
357
Covenant Partners
Tennessee
$485K
CCMG
358
Clark Capital Management Group
Pennsylvania
$482K
DP
359
Dundas Partners
United Kingdom
$476K
CG
360
Caprock Group
Idaho
$475K
MC
361
Machina Capital
France
$467K
TD Asset Management
362
TD Asset Management
Ontario, Canada
$465K
ONB
363
Old National Bancorp
Indiana
$461K
MAM
364
Martingale Asset Management
Massachusetts
$458K
EC
365
EntryPoint Capital
New York
$455K
LFG
366
Larson Financial Group
Missouri
$445K
FTWA
367
Fifth Third Wealth Advisors
Ohio
$445K
PFBT
368
Parkside Financial Bank & Trust
Missouri
$442K
NDSIB
369
North Dakota State Investment Board
North Dakota
$442K
Nisa Investment Advisors
370
Nisa Investment Advisors
Missouri
$436K
IFU
371
iSAM Funds (UK)
United Kingdom
$434K
SCM
372
Shelton Capital Management
Colorado
$433K
FFIC
373
First Fiduciary Investment Counsel
Ohio
$432K
IIM
374
INTECH Investment Management
Florida
$427K
AWA
375
Aaron Wealth Advisors
Illinois
$426K