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
OCM
526
Osterweis Capital Management
California
$26.5K
PWPS
527
Pinnacle Wealth Planning Services
Ohio
$26.4K
EW
528
Elyxium Wealth
California
$23.5K
MB
529
MidFirst Bank
Oklahoma
$23.4K
SL
530
Salomon & Ludwin
Virginia
$23K
VSQM
531
V-Square Quantitative Management
Illinois
$22.7K
BC
532
Bayforest Capital
United Kingdom
$21.7K
FFO
533
Fortitude Family Office
Arizona
$20.3K
CTC
534
Central Trust Company
Missouri
$18.7K
WA
535
WPG Advisers
Maryland
$18.4K
AGWCA
536
Annis Gardner Whiting Capital Advisors
Florida
$18K
CFD
537
Creative Financial Designs
Indiana
$17.9K
JWA
538
JFS Wealth Advisors
Pennsylvania
$16.5K
OC
539
Oakworth Capital
Alabama
$15.5K
BIA
540
Bell Investment Advisors
California
$13.3K
CWP
541
Concord Wealth Partners
Virginia
$12.5K
DWM
542
Dogwood Wealth Management
Kansas
$12.1K
BCM
543
Boreal Capital Management
Florida
$12.1K
FFA
544
Frazier Financial Advisors
Ohio
$11.8K
FMII
545
Farmers & Merchants Investments Inc
Nebraska
$11.5K
CIAM
546
Caitong International Asset Management
Hong Kong
$11.5K
FPF
547
First Pacific Financial
Washington
$10.8K
HI
548
Harbour Investments
Wisconsin
$10.3K
NSIM
549
North Star Investment Management
Illinois
$9.89K
CPG
550
Cornerstone Planning Group
New Jersey
$9.34K