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
EWA
476
EP Wealth Advisors
California
$215K
Rafferty Asset Management
477
Rafferty Asset Management
New York
$214K
SWP
478
Sagespring Wealth Partners
Tennessee
$213K
UB
479
UMB Bank
Missouri
$211K
JFGIW
480
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K
TIAM
481
TT International Asset Management
United Kingdom
$210K
KFSC
482
Keystone Financial Services (Colorado)
Colorado
$208K
Lido Advisors
483
Lido Advisors
California
$205K
NLP
484
Next Level Private
New York
$204K
UAML
485
US Asset Management LLC
Pennsylvania
$204K
G
486
GenTrust
Florida
$203K
FTA
487
Financial & Tax Architects
Missouri
$202K
DB
488
Danske Bank
Denmark
$200K
GRP
489
Global Retirement Partners
California
$189K
HFS
490
Hantz Financial Services
Michigan
$185K
HNB
491
Hilltop National Bank
Wyoming
$168K
VCM
492
Versant Capital Management
Arizona
$165K
Walleye Trading
493
Walleye Trading
New York
$165K
Nomura Asset Management
494
Nomura Asset Management
Japan
$161K
FC
495
Financial Consulate
Maryland
$156K
TPCW
496
TD Private Client Wealth
New York
$151K
SOW
497
State of Wyoming
Wyoming
$140K
DekaBank Deutsche Girozentrale
498
DekaBank Deutsche Girozentrale
Germany
$131K
KAS
499
Kemnay Advisory Services
New York
$127K
SAG
500
SageView Advisory Group
California
$118K