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
IA
401
IFP Advisors
Florida
$365K
ETC
402
Exchange Traded Concepts
Oklahoma
$361K
LCWP
403
Legacy Capital Wealth Partners
Arkansas
$360K
KCP
404
Kera Capital Partners
California
$360K
BTI
405
Blue Trust Inc
Georgia
$359K
PPW
406
Parcion Private Wealth
Washington
$358K
AFG
407
Atomi Financial Group
New York
$358K
WA
408
Waddell & Associates
Tennessee
$354K
SI
409
Stephens Inc
Arkansas
$350K
FFA
410
Farther Finance Advisors
California
$347K
Susquehanna International Group
411
Susquehanna International Group
Pennsylvania
$341K
CIBC Private Wealth Group
412
CIBC Private Wealth Group
Georgia
$341K
IAN
413
Integrated Advisors Network
Texas
$339K
ES
414
ETF Store
Kansas
$335K
KPWS
415
Kestra Private Wealth Services
Texas
$334K
SMA
416
Sage Mountain Advisors
Georgia
$333K
GT
417
Greenleaf Trust
Michigan
$331K
VA
418
Vident Advisory
Georgia
$329K
PGFC
419
Peapack-Gladstone Financial Corp
New Jersey
$328K
BIG
420
Brooklyn Investment Group
New York
$323K
Commonwealth Equity Services
421
Commonwealth Equity Services
Massachusetts
$322K
FCFC
422
First Commonwealth Financial Corp
Pennsylvania
$321K
AF
423
Allworth Financial
California
$317K
MT
424
Midwest Trust
Kansas
$316K
SMC
425
Smith, Moore & Co
Missouri
$313K