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
SCM
376
Shelton Capital Management
Colorado
$433K
FFIC
377
First Fiduciary Investment Counsel
Ohio
$432K
IIM
378
INTECH Investment Management
Florida
$427K
AWA
379
Aaron Wealth Advisors
Illinois
$426K
FFM
380
Forum Financial Management
Illinois
$424K
AC
381
AXQ Capital
New Jersey
$416K
JSW
382
Journey Strategic Wealth
New Jersey
$413K
SFS
383
Sowell Financial Services
Arkansas
$412K
Osaic Holdings
384
Osaic Holdings
Arizona
$410K
MFS
385
Mirabella Financial Services
United Kingdom
$410K
CIBC Asset Management
386
CIBC Asset Management
Ontario, Canada
$408K
RIL
387
Rothschild Investment LLC
Illinois
$406K
IB
388
Intrust Bank
Kansas
$404K
RWM
389
Ritholtz Wealth Management
New York
$402K
PA
390
Parallel Advisors
California
$402K
IIC
391
Integrated Investment Consultants
Michigan
$399K
HAG
392
HighPoint Advisor Group
Illinois
$395K
FB
393
Fulton Bank
Pennsylvania
$395K
Capstone Investment Advisors
394
Capstone Investment Advisors
New York
$392K
PCM
395
Prelude Capital Management
New York
$392K
EFS
396
Essex Financial Services
Connecticut
$389K
ECSS
397
Eurizon Capital SGR SpA
$388K
KBC Group
398
KBC Group
Belgium
$387K
DWM
399
Drive Wealth Management
Utah
$384K
RGC
400
Roberts, Glore & Co
Illinois
$381K