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
KK
201
Karl Kapital
California
$3.32M
AssetMark Inc
202
AssetMark Inc
California
$3.3M
ZBNA
203
Zions Bancorporation, National Association
Utah
$3.27M
MFP
204
Meramec Financial Planners
Missouri
$3.27M
Calamos Advisors
205
Calamos Advisors
Illinois
$3.23M
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.19M
Handelsbanken Fonder
207
Handelsbanken Fonder
Sweden
$3.13M
GC
208
Guggenheim Capital
Illinois
$3.09M
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$3.05M
SOMRS
210
State of Michigan Retirement System
Michigan
$3.02M
SPIA
211
Steward Partners Investment Advisory
New York
$2.94M
FNBOO
212
First National Bank of Omaha
Nebraska
$2.87M
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.85M
NMIMC
214
Northwestern Mutual Investment Management Company
Wisconsin
$2.85M
TC
215
TwinBeech Capital
New York
$2.82M
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$2.81M
KK
217
KLP Kapitalforvaltning
Norway
$2.8M
Credit Agricole
218
Credit Agricole
France
$2.7M
NMERB
219
New Mexico Educational Retirement Board
New Mexico
$2.69M
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$2.63M
VAS
221
Vestmark Advisory Solutions
Massachusetts
$2.58M
EMPI
222
Elo Mutual Pension Insurance
Finland
$2.56M
OPERF
223
Oregon Public Employees Retirement Fund
Oregon
$2.55M
PGCM
224
Prescott Group Capital Management
Oklahoma
$2.55M
WCM
225
Wedge Capital Management
North Carolina
$2.53M