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
FBT
476
First Bank & Trust
South Dakota
$217K
KNFPWM
477
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$216K
EWA
478
EP Wealth Advisors
California
$215K
Rafferty Asset Management
479
Rafferty Asset Management
New York
$214K
SWP
480
Sagespring Wealth Partners
Tennessee
$213K
UB
481
UMB Bank
Missouri
$211K
JFGIW
482
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K
TIAM
483
TT International Asset Management
United Kingdom
$210K
KFSC
484
Keystone Financial Services (Colorado)
Colorado
$208K
Lido Advisors
485
Lido Advisors
California
$205K
NLP
486
Next Level Private
New York
$204K
UAML
487
US Asset Management LLC
Pennsylvania
$204K
G
488
GenTrust
Florida
$203K
FTA
489
Financial & Tax Architects
Missouri
$202K
KAM
490
Knightsbridge Asset Management
California
$201K
DB
491
Danske Bank
Denmark
$200K
GRP
492
Global Retirement Partners
California
$189K
HFS
493
Hantz Financial Services
Michigan
$185K
HNB
494
Hilltop National Bank
Wyoming
$168K
VCM
495
Versant Capital Management
Arizona
$165K
Walleye Trading
496
Walleye Trading
New York
$165K
Nomura Asset Management
497
Nomura Asset Management
Japan
$161K
FC
498
Financial Consulate
Maryland
$156K
TPCW
499
TD Private Client Wealth
New York
$151K
SOW
500
State of Wyoming
Wyoming
$140K