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
WTC
551
WhitTier Trust Company
Nevada
$8.93K
BW
552
Basepoint Wealth
Iowa
$8.57K
RWS
553
Retirement Wealth Solutions
Wisconsin
$8.41K
SS
554
Sunbelt Securities
Texas
$7.76K
ANBT
555
American National Bank & Trust
Texas
$6.89K
W
556
WealthCollab
Washington
$6.39K
MEG
557
Millstone Evans Group
Colorado
$6.01K
DSC
558
Daytona Street Capital
Missouri
$6.01K
IIM
559
IFC & Insurance Marketing
California
$6K
SC
560
SouthState Corp
Florida
$5.89K
CIA
561
Cape Investment Advisory
Georgia
$5.88K
FHA
562
Flagship Harbor Advisors
Massachusetts
$5.81K
TFA
563
Transamerica Financial Advisors
Florida
$5.27K
WB
564
Webster Bank
Connecticut
$5.26K
PWA
565
Physician Wealth Advisors
Utah
$5.13K
PWMG
566
Private Wealth Management Group
New Jersey
$4.88K
HNW
567
High Note Wealth
Minnesota
$4.88K
SGK
568
Steigerwald Gordon & Koch
Virginia
$4.63K
PMFA
569
Plante Moran Financial Advisors
Michigan
$4.51K
Optiver Holding
570
Optiver Holding
Netherlands
$4.13K
CAL
571
Capital Advisors Ltd
Ohio
$4K
PTC
572
Private Trust Company
Ohio
$3.76K
CAM
573
Costello Asset Management
Pennsylvania
$3.76K
SEP
574
Signature Equity Partners
Ohio
$3.76K
IAS
575
IMA Advisory Services
Colorado
$3.63K