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
MCA
601
McGuire Capital Advisors
Oklahoma
$1.63K
PWA
602
Principia Wealth Advisory
Texas
$1.5K
HWP
603
Highline Wealth Partners
California
$1.5K
HFS
604
Hughes Financial Services
Virginia
$1.5K
RWM
605
Rialto Wealth Management
New York
$1.5K
IPS
606
Investors Portfolio Services
Washington
$1.41K
BHWM
607
Bay Harbor Wealth Management
Maryland
$1.38K
KG
608
Kilter Group
New York
$1.25K
CH
609
Cromwell Holdings
Wyoming
$1.25K
HIA
610
HFM Investment Advisors
New Jersey
$1.13K
NRG
611
Nemes Rush Group
Michigan
$1K
BFS
612
Bare Financial Services
Pennsylvania
$1K
ACA
613
American Capital Advisory
Idaho
$1K
AF
614
Advisornet Financial
Minnesota
$877
FMP
615
Financial Management Professionals
Texas
$877
WETS
616
Wealth Enhancement Trust Services
South Dakota
$751
TC
617
Trust Company
Kansas
$501
VWA
618
Valued Wealth Advisors
Utah
$257
QWM
619
Quaker Wealth Management
New Jersey
$251
RF
620
Rossby Financial
Florida
$250
DF
621
Dunhill Financial
United Kingdom
$226
CW
622
Curio Wealth
Maryland
$129
TFM
623
TFC Financial Management
Massachusetts
$126
SS
624
SBI Securities
Japan
$125
DT
625
DV Trading
Illinois
$125