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
FAM
426
Formidable Asset Management
Ohio
$306K
IWA
427
Icon Wealth Advisors
Texas
$306K
KAS
428
Kestra Advisory Services
Texas
$298K
MPM
429
Meritage Portfolio Management
Kansas
$298K
EWA
430
EverSource Wealth Advisors
Alabama
$294K
MYAM
431
Meiji Yasuda Asset Management
Japan
$293K
JTWM
432
Jackson Thornton Wealth Management
Alabama
$292K
BNP Paribas Asset Management
433
BNP Paribas Asset Management
France
$292K
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$282K
CTB
435
Country Trust Bank
Illinois
$282K
BP
436
Ballentine Partners
Massachusetts
$281K
ECM
437
Everence Capital Management
Indiana
$279K
PWMAG
438
Pinnacle Wealth Management Advisory Group
New Jersey
$278K
PA
439
Pinnacle Associates
New York
$278K
BFIM
440
Beese Fulmer Investment Management
Ohio
$277K
CA
441
Clearstead Advisors
Ohio
$276K
PCM
442
Princeton Capital Management
New Jersey
$275K
PA
443
Profund Advisors
Maryland
$273K
AB
444
ANB Bank
Colorado
$273K
TCA
445
Transcend Capital Advisors
New Jersey
$268K
EW
446
Evoke Wealth
California
$267K
MAP
447
Moody Aldrich Partners
Massachusetts
$264K
HH
448
Hilltop Holdings
Texas
$264K
IA
449
Intellus Advisors
Florida
$262K
EPIMS
450
Evelyn Partners Investment Management Services
$260K