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
HI
551
Harbour Investments
Wisconsin
$10.3K
NSIM
552
North Star Investment Management
Illinois
$9.89K
CPG
553
Cornerstone Planning Group
New Jersey
$9.34K
WTC
554
WhitTier Trust Company
Nevada
$8.93K
BW
555
Basepoint Wealth
Iowa
$8.57K
RWS
556
Retirement Wealth Solutions
Wisconsin
$8.41K
SS
557
Sunbelt Securities
Texas
$7.76K
ANBT
558
American National Bank & Trust
Texas
$6.89K
W
559
WealthCollab
Washington
$6.39K
MEG
560
Millstone Evans Group
Colorado
$6.01K
DSC
561
Daytona Street Capital
Missouri
$6.01K
IIM
562
IFC & Insurance Marketing
California
$6K
SC
563
SouthState Corp
Florida
$5.89K
CIA
564
Cape Investment Advisory
Georgia
$5.88K
FHA
565
Flagship Harbor Advisors
Massachusetts
$5.81K
TFA
566
Transamerica Financial Advisors
Florida
$5.27K
WB
567
Webster Bank
Connecticut
$5.26K
PWA
568
Physician Wealth Advisors
Utah
$5.13K
PWMG
569
Private Wealth Management Group
New Jersey
$4.88K
HNW
570
High Note Wealth
Minnesota
$4.88K
SGK
571
Steigerwald Gordon & Koch
Virginia
$4.63K
PMFA
572
Plante Moran Financial Advisors
Michigan
$4.51K
Optiver Holding
573
Optiver Holding
Netherlands
$4.13K
CAL
574
Capital Advisors Ltd
Ohio
$4K
PTC
575
Private Trust Company
Ohio
$3.76K