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
BBHC
501
Brown Brothers Harriman & Co
New York
$102K
SAM
502
Smartleaf Asset Management
Massachusetts
$98K
ACM
503
Aster Capital Management
United Arab Emirates
$91K
AAP
504
Arax Advisory Partners
Colorado
$87.7K
BGAI
505
Bruce G. Allen Investments
Colorado
$86.8K
MWPCG
506
Measured Wealth Private Client Group
New Hampshire
$79.8K
C
507
Covestor
United Kingdom
$74K
QC
508
Quent Capital
New York
$73.4K
MA
509
Montag & Associates
Georgia
$73.3K
National Bank of Canada
510
National Bank of Canada
Quebec, Canada
$66.5K
SIC
511
SJS Investment Consulting
Ohio
$65.6K
TWD
512
True Wealth Design
Ohio
$58.9K
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$58.4K
PH
514
Pinnacle Holdings
Oklahoma
$56.9K
PPC
515
Park Place Capital
Alabama
$55K
CFB
516
Cullen/Frost Bankers
Texas
$50.1K
RFP
517
Root Financial Partners
California
$50.1K
HNB
518
Huntington National Bank
Ohio
$50.1K
HPC
519
HM Payson & Co
Maine
$41.1K
JEST
520
JTC Employer Solutions Trustee
Jersey
$40K
Jones Financial Companies
521
Jones Financial Companies
Missouri
$36K
Mitsubishi UFJ Asset Management
522
Mitsubishi UFJ Asset Management
Japan
$35.5K
NS
523
NBC Securities
Alabama
$32.9K
KFAS
524
Keating Financial Advisory Services
Kansas
$30.6K
AWM
525
Activest Wealth Management
Florida
$30.3K