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
PWMG
576
Prestige Wealth Management Group
New Jersey
$3.51K
CA
577
CoreCap Advisors
Michigan
$3.38K
S
578
Sachetta
Massachusetts
$3.26K
IAIM
579
International Assets Investment Management
Florida
$3.26K
MFT
580
Moisand Fitzgerald Tamayo
Florida
$3.13K
MCM
581
Manchester Capital Management
Vermont
$2.88K
DPW
582
DiNuzzo Private Wealth
Pennsylvania
$2.88K
AFC
583
Ares Financial Consulting
California
$2.63K
AA
584
Addison Advisors
Vermont
$2.38K
OP
585
ORG Partners
Indiana
$2.38K
AFG
586
Albion Financial Group
Utah
$2.25K
CFO
587
CVA Family Office
Colorado
$2.13K
GSWM
588
Golden State Wealth Management
California
$2.13K
GEA
589
Glen Eagle Advisors
New Jersey
$2.07K
ACA
590
Atlas Capital Advisors
Wyoming
$2K
AW
591
Avion Wealth
Texas
$2K
EWP
592
Elevation Wealth Partners
California
$1.88K
MCA
593
McGuire Capital Advisors
Oklahoma
$1.63K
PWA
594
Principia Wealth Advisory
Texas
$1.5K
HWP
595
Highline Wealth Partners
California
$1.5K
HFS
596
Hughes Financial Services
Virginia
$1.5K
RWM
597
Rialto Wealth Management
New York
$1.5K
IPS
598
Investors Portfolio Services
Washington
$1.41K
BHWM
599
Bay Harbor Wealth Management
Maryland
$1.38K
KG
600
Kilter Group
New York
$1.25K