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
CIAM
526
Caitong International Asset Management
Hong Kong
$34.2K
NS
527
NBC Securities
Alabama
$32.9K
KFAS
528
Keating Financial Advisory Services
Kansas
$30.6K
AWM
529
Activest Wealth Management
Florida
$30.3K
OCM
530
Osterweis Capital Management
California
$26.5K
PWPS
531
Pinnacle Wealth Planning Services
Ohio
$26.4K
EW
532
Elyxium Wealth
California
$23.5K
MB
533
MidFirst Bank
Oklahoma
$23.4K
SL
534
Salomon & Ludwin
Virginia
$23K
VSQM
535
V-Square Quantitative Management
Illinois
$22.7K
BC
536
Bayforest Capital
United Kingdom
$21.7K
FFO
537
Fortitude Family Office
Arizona
$20.3K
CTC
538
Central Trust Company
Missouri
$18.7K
WA
539
WPG Advisers
Maryland
$18.4K
AGWCA
540
Annis Gardner Whiting Capital Advisors
Florida
$18K
CFD
541
Creative Financial Designs
Indiana
$17.9K
JWA
542
JFS Wealth Advisors
Pennsylvania
$16.5K
OC
543
Oakworth Capital
Alabama
$15.5K
BIA
544
Bell Investment Advisors
California
$13.3K
CWP
545
Concord Wealth Partners
Virginia
$12.5K
DWM
546
Dogwood Wealth Management
Kansas
$12.1K
BCM
547
Boreal Capital Management
Florida
$12.1K
FFA
548
Frazier Financial Advisors
Ohio
$11.8K
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$11.5K
FPF
550
First Pacific Financial
Washington
$10.8K