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
BCM
551
Boreal Capital Management
Florida
$12.1K
FFA
552
Frazier Financial Advisors
Ohio
$11.8K
FMII
553
Farmers & Merchants Investments Inc
Nebraska
$11.5K
FPF
554
First Pacific Financial
Washington
$10.8K
HI
555
Harbour Investments
Wisconsin
$10.3K
NSIM
556
North Star Investment Management
Illinois
$9.89K
CPG
557
Cornerstone Planning Group
New Jersey
$9.34K
WTC
558
WhitTier Trust Company
Nevada
$8.93K
BW
559
Basepoint Wealth
Iowa
$8.57K
RWS
560
Retirement Wealth Solutions
Wisconsin
$8.41K
SS
561
Sunbelt Securities
Texas
$7.76K
ANBT
562
American National Bank & Trust
Texas
$6.89K
W
563
WealthCollab
Washington
$6.39K
MEG
564
Millstone Evans Group
Colorado
$6.01K
DSC
565
Daytona Street Capital
Missouri
$6.01K
IIM
566
IFC & Insurance Marketing
California
$6K
SC
567
SouthState Corp
Florida
$5.89K
CIA
568
Cape Investment Advisory
Georgia
$5.88K
FHA
569
Flagship Harbor Advisors
Massachusetts
$5.81K
TFA
570
Transamerica Financial Advisors
Florida
$5.27K
WB
571
Webster Bank
Connecticut
$5.26K
PWA
572
Physician Wealth Advisors
Utah
$5.13K
PWMG
573
Private Wealth Management Group
New Jersey
$4.88K
HNW
574
High Note Wealth
Minnesota
$4.88K
SGK
575
Steigerwald Gordon & Koch
Virginia
$4.63K