618 hedge funds and large institutions have $11.2B invested in Stifel in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 214 increasing their positions, 199 reducing their positions, and 41 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 capital invested

Capital invested by funds: $ → $

12% more funds holding

Funds holding: 551618 (+67)

2.32% more ownership

Funds ownership: 85.92%88.24% (+2.3%)

8% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 199

Holders
618
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
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$3.3M
ZBNA
202
Zions Bancorporation, National Association
Utah
$3.27M
MFP
203
Meramec Financial Planners
Missouri
$3.27M
Calamos Advisors
204
Calamos Advisors
Illinois
$3.23M
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.19M
Handelsbanken Fonder
206
Handelsbanken Fonder
Sweden
$3.13M
GC
207
Guggenheim Capital
Illinois
$3.09M
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$3.05M
SOMRS
209
State of Michigan Retirement System
Michigan
$3.02M
SPIA
210
Steward Partners Investment Advisory
New York
$2.94M
FNBOO
211
First National Bank of Omaha
Nebraska
$2.87M
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.85M
NMIMC
213
Northwestern Mutual Investment Management Company
Wisconsin
$2.85M
TC
214
TwinBeech Capital
New York
$2.82M
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$2.81M
KK
216
KLP Kapitalforvaltning
Norway
$2.8M
Credit Agricole
217
Credit Agricole
France
$2.7M
NMERB
218
New Mexico Educational Retirement Board
New Mexico
$2.69M
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$2.63M
VAS
220
Vestmark Advisory Solutions
Massachusetts
$2.58M
EMPI
221
Elo Mutual Pension Insurance
Finland
$2.56M
OPERF
222
Oregon Public Employees Retirement Fund
Oregon
$2.55M
PGCM
223
Prescott Group Capital Management
Oklahoma
$2.55M
WCM
224
Wedge Capital Management
North Carolina
$2.53M
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$2.33M