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
FFM
376
Forum Financial Management
Illinois
$424K
AC
377
AXQ Capital
New Jersey
$416K
JSW
378
Journey Strategic Wealth
New Jersey
$413K
SFS
379
Sowell Financial Services
Arkansas
$412K
Osaic Holdings
380
Osaic Holdings
Arizona
$410K
MFS
381
Mirabella Financial Services
United Kingdom
$410K
CIBC Asset Management
382
CIBC Asset Management
Ontario, Canada
$408K
RIL
383
Rothschild Investment LLC
Illinois
$406K
IB
384
Intrust Bank
Kansas
$404K
RWM
385
Ritholtz Wealth Management
New York
$402K
PA
386
Parallel Advisors
California
$402K
IIC
387
Integrated Investment Consultants
Michigan
$399K
HAG
388
HighPoint Advisor Group
Illinois
$395K
FB
389
Fulton Bank
Pennsylvania
$395K
Capstone Investment Advisors
390
Capstone Investment Advisors
New York
$392K
PCM
391
Prelude Capital Management
New York
$392K
EFS
392
Essex Financial Services
Connecticut
$389K
ECSS
393
Eurizon Capital SGR SpA
$388K
KBC Group
394
KBC Group
Belgium
$387K
DWM
395
Drive Wealth Management
Utah
$384K
RGC
396
Roberts, Glore & Co
Illinois
$381K
HWA
397
HCR Wealth Advisors
California
$380K
BB
398
Busey Bank
Illinois
$376K
ICP
399
Impact Capital Partners
Colorado
$376K
AFC
400
Avise Financial Cooperative
California
$372K