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
BB
401
Busey Bank
Illinois
$376K
ICP
402
Impact Capital Partners
Colorado
$376K
AFC
403
Avise Financial Cooperative
California
$372K
IA
404
IFP Advisors
Florida
$365K
ETC
405
Exchange Traded Concepts
Oklahoma
$361K
LCWP
406
Legacy Capital Wealth Partners
Arkansas
$360K
KCP
407
Kera Capital Partners
California
$360K
BTI
408
Blue Trust Inc
Georgia
$359K
PPW
409
Parcion Private Wealth
Washington
$358K
AFG
410
Atomi Financial Group
New York
$358K
WA
411
Waddell & Associates
Tennessee
$354K
SI
412
Stephens Inc
Arkansas
$350K
FFA
413
Farther Finance Advisors
California
$347K
Susquehanna International Group
414
Susquehanna International Group
Pennsylvania
$341K
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$341K
IAN
416
Integrated Advisors Network
Texas
$339K
ES
417
ETF Store
Kansas
$335K
KPWS
418
Kestra Private Wealth Services
Texas
$334K
SMA
419
Sage Mountain Advisors
Georgia
$333K
GT
420
Greenleaf Trust
Michigan
$331K
VA
421
Vident Advisory
Georgia
$329K
PGFC
422
Peapack-Gladstone Financial Corp
New Jersey
$328K
BIG
423
Brooklyn Investment Group
New York
$323K
Commonwealth Equity Services
424
Commonwealth Equity Services
Massachusetts
$322K
FCFC
425
First Commonwealth Financial Corp
Pennsylvania
$321K