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
AF
426
Allworth Financial
California
$317K
MT
427
Midwest Trust
Kansas
$316K
SMC
428
Smith, Moore & Co
Missouri
$313K
FAM
429
Formidable Asset Management
Ohio
$306K
IWA
430
Icon Wealth Advisors
Texas
$306K
KAS
431
Kestra Advisory Services
Texas
$298K
MPM
432
Meritage Portfolio Management
Kansas
$298K
EWA
433
EverSource Wealth Advisors
Alabama
$294K
MYAM
434
Meiji Yasuda Asset Management
Japan
$293K
JTWM
435
Jackson Thornton Wealth Management
Alabama
$292K
BNP Paribas Asset Management
436
BNP Paribas Asset Management
France
$292K
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$282K
CTB
438
Country Trust Bank
Illinois
$282K
BP
439
Ballentine Partners
Massachusetts
$281K
ECM
440
Everence Capital Management
Indiana
$279K
PWMAG
441
Pinnacle Wealth Management Advisory Group
New Jersey
$278K
PA
442
Pinnacle Associates
New York
$278K
BFIM
443
Beese Fulmer Investment Management
Ohio
$277K
CA
444
Clearstead Advisors
Ohio
$276K
PCM
445
Princeton Capital Management
New Jersey
$275K
PA
446
Profund Advisors
Maryland
$273K
AB
447
ANB Bank
Colorado
$273K
TCA
448
Transcend Capital Advisors
New Jersey
$268K
EW
449
Evoke Wealth
California
$267K
MAP
450
Moody Aldrich Partners
Massachusetts
$264K