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
DekaBank Deutsche Girozentrale
501
DekaBank Deutsche Girozentrale
Germany
$131K
KAS
502
Kemnay Advisory Services
New York
$127K
SAG
503
SageView Advisory Group
California
$118K
QL
504
Quarry LP
New York
$115K
Bessemer Group
505
Bessemer Group
New Jersey
$112K
MCM
506
MAI Capital Management
Ohio
$103K
BBHC
507
Brown Brothers Harriman & Co
New York
$102K
SAM
508
Smartleaf Asset Management
Massachusetts
$98K
ACM
509
Aster Capital Management
United Arab Emirates
$91K
AAP
510
Arax Advisory Partners
Colorado
$87.7K
BGAI
511
Bruce G. Allen Investments
Colorado
$86.8K
MWPCG
512
Measured Wealth Private Client Group
New Hampshire
$79.8K
C
513
Covestor
United Kingdom
$74K
QC
514
Quent Capital
New York
$73.4K
MA
515
Montag & Associates
Georgia
$73.3K
National Bank of Canada
516
National Bank of Canada
Quebec, Canada
$66.5K
SIC
517
SJS Investment Consulting
Ohio
$65.6K
TWD
518
True Wealth Design
Ohio
$58.9K
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$58.4K
PH
520
Pinnacle Holdings
Oklahoma
$56.9K
PPC
521
Park Place Capital
Alabama
$55K
CFB
522
Cullen/Frost Bankers
Texas
$50.1K
RFP
523
Root Financial Partners
California
$50.1K
HNB
524
Huntington National Bank
Ohio
$50.1K
WGL
525
Wellington Grp LLC
Indiana
$45.5K