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
FCFC
426
First Commonwealth Financial Corp
Pennsylvania
$321K
AF
427
Allworth Financial
California
$317K
MT
428
Midwest Trust
Kansas
$316K
SMC
429
Smith, Moore & Co
Missouri
$313K
FAM
430
Formidable Asset Management
Ohio
$306K
IWA
431
Icon Wealth Advisors
Texas
$306K
KAS
432
Kestra Advisory Services
Texas
$298K
MPM
433
Meritage Portfolio Management
Kansas
$298K
EWA
434
EverSource Wealth Advisors
Alabama
$294K
SIA
435
Serenity Investment Advisors
Illinois
$293K
MYAM
436
Meiji Yasuda Asset Management
Japan
$293K
JTWM
437
Jackson Thornton Wealth Management
Alabama
$292K
BNP Paribas Asset Management
438
BNP Paribas Asset Management
France
$292K
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$282K
CTB
440
Country Trust Bank
Illinois
$282K
BP
441
Ballentine Partners
Massachusetts
$281K
ECM
442
Everence Capital Management
Indiana
$279K
PA
443
Pinnacle Associates
New York
$278K
PWMAG
444
Pinnacle Wealth Management Advisory Group
New Jersey
$278K
BFIM
445
Beese Fulmer Investment Management
Ohio
$277K
CA
446
Clearstead Advisors
Ohio
$276K
PCM
447
Princeton Capital Management
New Jersey
$275K
PA
448
Profund Advisors
Maryland
$273K
AB
449
ANB Bank
Colorado
$273K
TCA
450
Transcend Capital Advisors
New Jersey
$268K