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Raymond James Financial

915 hedge funds and large institutions have $24.4B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 317 increasing their positions, 317 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% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 317

6% less capital invested

Capital invested by funds: $26B → $24.4B (-$1.65B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
915
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
Assenagon Asset Management
251
Assenagon Asset Management
Luxembourg
$4.23M
X
252
Xponance
Pennsylvania
$4.19M
MIM
253
Morningstar Investment Management
Illinois
$4.17M
NYLIM
254
New York Life Investment Management
New York
$4.13M
DC
255
Davenport & Co
Virginia
$4.08M
KAS
256
Kestra Advisory Services
Texas
$4.07M
DIA
257
Dana Investment Advisors
Wisconsin
$4.06M
CIG
258
Cullen Investment Group
Louisiana
$4.05M
Comerica Bank
259
Comerica Bank
Texas
$4.04M
Wealthfront Advisers
260
Wealthfront Advisers
California
$3.97M
RFC
261
Regions Financial Corp
Alabama
$3.92M
RIM
262
Rakuten Investment Management
Japan
$3.9M
Cerity Partners
263
Cerity Partners
New York
$3.87M
NAM
264
Nissay Asset Management
Japan
$3.86M
SMDAM
265
Sumitomo Mitsui DS Asset Management
Japan
$3.86M
DIA
266
Dean Investment Associates
Ohio
$3.82M
FAF
267
Fjarde Ap-fonden
Sweden
$3.75M
Bank Julius Baer & Co
268
Bank Julius Baer & Co
Switzerland
$3.74M
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$3.7M
CIA
270
Concurrent Investment Advisors
Florida
$3.67M
Janus Henderson Group
271
Janus Henderson Group
United Kingdom
$3.66M
BPFA
272
Barnes Pettey Financial Advisors
Mississippi
$3.64M
CIBC World Market
273
CIBC World Market
Ontario, Canada
$3.61M
MOS
274
MGO One Seven
Ohio
$3.61M
SFI
275
Siemens Fonds Invest
Germany
$3.54M