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
DS
626
DRW Securities
Illinois
FFB
627
First Financial Bankshares
Texas
JAM
628
Jupiter Asset Management
United Kingdom
O
629
Ossiam
France
II
630
Inspire Investing
Idaho
FRM
631
Fox Run Management
Connecticut
NP
632
NorthRock Partners
Minnesota
VRS
633
Virginia Retirement Systems
Virginia
NSEDCP
634
NJ State Employees Deferred Compensation Plan
New Jersey
BCM
635
Bayesian Capital Management
New York
P
636
Pitcairn
Pennsylvania
AIM
637
Aigen Investment Management
New York
SPA
638
Sherbrooke Park Advisers
New York
Renaissance Technologies
639
Renaissance Technologies
New York
BWCS
640
Beirne Wealth Consulting Services
Connecticut
MFWP
641
Mosaic Family Wealth Partners
Missouri
FCH
642
Freestone Capital Holdings
Washington
BJL
643
Brighton Jones LLC
Washington
MYIA
644
Mount Yale Investment Advisors
Colorado
OR
645
Olympiad Research
Connecticut
SM
646
Sciencast Management
New Jersey
DWT
647
Dorsey & Whitney Trust
South Dakota
MG
648
Mather Group
Illinois
BAMF
649
BI Asset Management Fondsmaeglerselskab
Denmark
WANY
650
Wealthspire Advisors (New York)
New York