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
CAM
576
Costello Asset Management
Pennsylvania
$3.76K
SEP
577
Signature Equity Partners
Ohio
$3.76K
IAS
578
IMA Advisory Services
Colorado
$3.63K
PWMG
579
Prestige Wealth Management Group
New Jersey
$3.51K
CA
580
CoreCap Advisors
Michigan
$3.38K
S
581
Sachetta
Massachusetts
$3.26K
IAIM
582
International Assets Investment Management
Florida
$3.26K
MFT
583
Moisand Fitzgerald Tamayo
Florida
$3.13K
MCM
584
Manchester Capital Management
Vermont
$2.88K
DPW
585
DiNuzzo Private Wealth
Pennsylvania
$2.88K
AFC
586
Ares Financial Consulting
California
$2.63K
AA
587
Addison Advisors
Vermont
$2.38K
OP
588
ORG Partners
Indiana
$2.38K
AFG
589
Albion Financial Group
Utah
$2.25K
CFO
590
CVA Family Office
Colorado
$2.13K
GSWM
591
Golden State Wealth Management
California
$2.13K
SWM
592
SHP Wealth Management
Massachusetts
$2.13K
GEA
593
Glen Eagle Advisors
New Jersey
$2.07K
ACA
594
Atlas Capital Advisors
Wyoming
$2K
AW
595
Avion Wealth
Texas
$2K
EWP
596
Elevation Wealth Partners
California
$1.88K
MCA
597
McGuire Capital Advisors
Oklahoma
$1.63K
PWA
598
Principia Wealth Advisory
Texas
$1.5K
HFS
599
Hughes Financial Services
Virginia
$1.5K
HWP
600
Highline Wealth Partners
California
$1.5K