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Raymond James Financial

923 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 319 increasing their positions, 320 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 320

6% less capital invested

Capital invested by funds: $26B → $24.6B (-$1.46B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
923
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.9M
Puts
$48.5M
Net Calls
Net Calls Change

Top Buyers

1 +$76.6M
2 +$50.6M
3 +$50.3M
4
Man Group
Man Group
United Kingdom
+$43.4M
5
Invesco
Invesco
Georgia
+$41.1M

Top Sellers

1 -$182M
2 -$86.1M
3 -$62.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$52.4M
5
IR
IAT Reinsurance
New York
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
226
USS Investment Management
United Kingdom
$5.16M
NA
227
NewEdge Advisors
Louisiana
$5.12M
AIM
228
Access Investment Management
Georgia
$5.12M
WIA
229
World Investment Advisors
California
$5.04M
Focus Partners Wealth
230
Focus Partners Wealth
Massachusetts
$5.01M
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$4.98M
NIM
232
NEOS Investment Management
Connecticut
$4.92M
Macquarie Group
233
Macquarie Group
Australia
$4.9M
WP
234
Woodline Partners
California
$4.87M
HWAM
235
Hennion & Walsh Asset Management
New Jersey
$4.83M
ECSS
236
Eurizon Capital SGR SpA
$4.83M
Caisse de Depot et Placement du Quebec (CDPQ)
237
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.82M
URS
238
Utah Retirement Systems
Utah
$4.81M
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$4.81M
Neuberger Berman Group
240
Neuberger Berman Group
New York
$4.79M
VPIM
241
Vanguard Personalized Indexing Management
California
$4.77M
SFM
242
Systematic Financial Management
New Jersey
$4.71M
LCM
243
Logan Capital Management
Pennsylvania
$4.71M
CP
244
Cumberland Partners
Ontario, Canada
$4.67M
DekaBank Deutsche Girozentrale
245
DekaBank Deutsche Girozentrale
Germany
$4.58M
CCMINC
246
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.56M
LG
247
Leuthold Group
Minnesota
$4.42M
PFSRSONJ
248
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.39M
RCM
249
Regency Capital Management
Hawaii
$4.36M
BCM
250
Buckhead Capital Management
Georgia
$4.33M