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
HWA
401
HCR Wealth Advisors
California
$380K
BB
402
Busey Bank
Illinois
$376K
ICP
403
Impact Capital Partners
Colorado
$376K
AFC
404
Avise Financial Cooperative
California
$372K
IA
405
IFP Advisors
Florida
$365K
ETC
406
Exchange Traded Concepts
Oklahoma
$361K
LCWP
407
Legacy Capital Wealth Partners
Arkansas
$360K
KCP
408
Kera Capital Partners
California
$360K
BTI
409
Blue Trust Inc
Georgia
$359K
PPW
410
Parcion Private Wealth
Washington
$358K
AFG
411
Atomi Financial Group
New York
$358K
WA
412
Waddell & Associates
Tennessee
$354K
SI
413
Stephens Inc
Arkansas
$350K
FFA
414
Farther Finance Advisors
California
$347K
Susquehanna International Group
415
Susquehanna International Group
Pennsylvania
$341K
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
$341K
IAN
417
Integrated Advisors Network
Texas
$339K
ES
418
ETF Store
Kansas
$335K
KPWS
419
Kestra Private Wealth Services
Texas
$334K
SMA
420
Sage Mountain Advisors
Georgia
$333K
GT
421
Greenleaf Trust
Michigan
$331K
VA
422
Vident Advisory
Georgia
$329K
PGFC
423
Peapack-Gladstone Financial Corp
New Jersey
$328K
BIG
424
Brooklyn Investment Group
New York
$323K
Commonwealth Equity Services
425
Commonwealth Equity Services
Massachusetts
$322K