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
VCA
176
Verdence Capital Advisors
Maryland
$4.33M
CCS
177
Concentric Capital Strategies
Connecticut
$4.29M
Franklin Resources
178
Franklin Resources
California
$4.26M
DC
179
Davenport & Co
Virginia
$4.23M
HF
180
HRT Financial
New York
$4.14M
AIP
181
Ameritas Investment Partners
Nebraska
$4.14M
SLG
182
Stanley-Laman Group
Pennsylvania
$4.14M
YCM
183
Yousif Capital Management
Michigan
$4.08M
CAM
184
Covenant Asset Management
New Jersey
$4.05M
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.02M
MML Investors Services
186
MML Investors Services
Massachusetts
$3.96M
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$3.95M
PFO
188
PMC FIG Opportunities
Israel
$3.94M
GLA
189
Great Lakes Advisors
Illinois
$3.83M
PIP
190
Palisades Investment Partners
California
$3.78M
State of New Jersey Common Pension Fund D
191
State of New Jersey Common Pension Fund D
New Jersey
$3.7M
Corient Private Wealth
192
Corient Private Wealth
Florida
$3.64M
Voloridge Investment Management
193
Voloridge Investment Management
Florida
$3.6M
SDIC
194
South Dakota Investment Council
South Dakota
$3.59M
KWM
195
Kingsview Wealth Management
Oregon
$3.58M
ASRS
196
Arizona State Retirement System
Arizona
$3.57M
LSERS
197
Louisiana State Employees Retirement System
Louisiana
$3.53M
ET
198
Entropy Technologies
New York
$3.52M
MGIA
199
Moneta Group Investment Advisors
Missouri
$3.47M
SIA
200
Sit Investment Associates
Minnesota
$3.39M