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
SWP
351
Stratos Wealth Partners
Ohio
$546K
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$526K
DA
353
Detalus Advisors
Missouri
$526K
WA
354
Waverly Advisors
Alabama
$521K
ProShare Advisors
355
ProShare Advisors
Maryland
$511K
KeyBank National Association
356
KeyBank National Association
Ohio
$506K
CJ
357
Caitlin John
Michigan
$501K
RS
358
R Squared
Hong Kong
$495K
CG
359
Cynosure Group
Utah
$493K
CP
360
Covenant Partners
Tennessee
$485K
CCMG
361
Clark Capital Management Group
Pennsylvania
$482K
DP
362
Dundas Partners
United Kingdom
$476K
CG
363
Caprock Group
Idaho
$475K
MC
364
Machina Capital
France
$467K
TD Asset Management
365
TD Asset Management
Ontario, Canada
$465K
ONB
366
Old National Bancorp
Indiana
$461K
MAM
367
Martingale Asset Management
Massachusetts
$458K
EC
368
EntryPoint Capital
New York
$455K
LFG
369
Larson Financial Group
Missouri
$445K
FTWA
370
Fifth Third Wealth Advisors
Ohio
$445K
PFBT
371
Parkside Financial Bank & Trust
Missouri
$442K
NDSIB
372
North Dakota State Investment Board
North Dakota
$442K
Nisa Investment Advisors
373
Nisa Investment Advisors
Missouri
$436K
IFU
374
iSAM Funds (UK)
United Kingdom
$434K
SCM
375
Shelton Capital Management
Colorado
$433K