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
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$101M
CCM
27
Channing Capital Management
Illinois
$91.3M
Principal Financial Group
28
Principal Financial Group
Iowa
$90.6M
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$84M
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
$83.4M
Victory Capital Management
31
Victory Capital Management
Texas
$78.5M
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$77.3M
Fuller & Thaler Asset Management
33
Fuller & Thaler Asset Management
California
$74M
VOYA Investment Management
34
VOYA Investment Management
Georgia
$73.2M
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$62.5M
SAM
36
Silvercrest Asset Management
New York
$61.6M
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$51.9M
Hotchkis & Wiley Capital Management
38
Hotchkis & Wiley Capital Management
California
$51.9M
SFM
39
Systematic Financial Management
New Jersey
$51.8M
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$48.8M
KCM
41
Kennedy Capital Management
Missouri
$48.1M
UBS Group
42
UBS Group
Switzerland
$46.1M
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$46.1M
VLKIM
44
Van Lanschot Kempen Investment Management
Netherlands
$44.1M
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$41.5M
FGP
46
Freestone Grove Partners
California
$40M
AU
47
Algebris (UK)
United Kingdom
$39.8M
Wells Fargo
48
Wells Fargo
California
$36.5M
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$36.2M
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$36.2M