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
QL
501
Quarry LP
New York
$115K
Bessemer Group
502
Bessemer Group
New Jersey
$112K
MCM
503
MAI Capital Management
Ohio
$103K
BBHC
504
Brown Brothers Harriman & Co
New York
$102K
SAM
505
Smartleaf Asset Management
Massachusetts
$98K
ACM
506
Aster Capital Management
United Arab Emirates
$91K
AAP
507
Arax Advisory Partners
Colorado
$87.7K
BGAI
508
Bruce G. Allen Investments
Colorado
$86.8K
MWPCG
509
Measured Wealth Private Client Group
New Hampshire
$79.8K
C
510
Covestor
United Kingdom
$74K
QC
511
Quent Capital
New York
$73.4K
MA
512
Montag & Associates
Georgia
$73.3K
National Bank of Canada
513
National Bank of Canada
Quebec, Canada
$66.5K
SIC
514
SJS Investment Consulting
Ohio
$65.6K
TWD
515
True Wealth Design
Ohio
$58.9K
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$58.4K
PH
517
Pinnacle Holdings
Oklahoma
$56.9K
PPC
518
Park Place Capital
Alabama
$55K
CFB
519
Cullen/Frost Bankers
Texas
$50.1K
RFP
520
Root Financial Partners
California
$50.1K
HNB
521
Huntington National Bank
Ohio
$50.1K
HPC
522
HM Payson & Co
Maine
$41.1K
JEST
523
JTC Employer Solutions Trustee
Jersey
$40K
Jones Financial Companies
524
Jones Financial Companies
Missouri
$36K
Mitsubishi UFJ Asset Management
525
Mitsubishi UFJ Asset Management
Japan
$35.5K