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
UB
476
UMB Bank
Missouri
$211K
JFGIW
477
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K
TIAM
478
TT International Asset Management
United Kingdom
$210K
KFSC
479
Keystone Financial Services (Colorado)
Colorado
$208K
Lido Advisors
480
Lido Advisors
California
$205K
NLP
481
Next Level Private
New York
$204K
UAML
482
US Asset Management LLC
Pennsylvania
$204K
G
483
GenTrust
Florida
$203K
FTA
484
Financial & Tax Architects
Missouri
$202K
DB
485
Danske Bank
Denmark
$200K
GRP
486
Global Retirement Partners
California
$189K
HFS
487
Hantz Financial Services
Michigan
$185K
HNB
488
Hilltop National Bank
Wyoming
$168K
VCM
489
Versant Capital Management
Arizona
$165K
Walleye Trading
490
Walleye Trading
New York
$165K
Nomura Asset Management
491
Nomura Asset Management
Japan
$161K
FC
492
Financial Consulate
Maryland
$156K
TPCW
493
TD Private Client Wealth
New York
$151K
SOW
494
State of Wyoming
Wyoming
$140K
DekaBank Deutsche Girozentrale
495
DekaBank Deutsche Girozentrale
Germany
$131K
KAS
496
Kemnay Advisory Services
New York
$127K
SAG
497
SageView Advisory Group
California
$118K
QL
498
Quarry LP
New York
$115K
Bessemer Group
499
Bessemer Group
New Jersey
$112K
MCM
500
MAI Capital Management
Ohio
$103K