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Raymond James Financial

931 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 321 increasing their positions, 322 reducing their positions, and 75 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: 321 | Existing positions reduced: 322

6% less capital invested

Capital invested by funds: $26B → $24.6B (-$1.45B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
931
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
RCM
251
Regency Capital Management
Hawaii
$4.36M
BCM
252
Buckhead Capital Management
Georgia
$4.33M
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$4.27M
Assenagon Asset Management
254
Assenagon Asset Management
Luxembourg
$4.23M
X
255
Xponance
Pennsylvania
$4.19M
MIM
256
Morningstar Investment Management
Illinois
$4.17M
NYLIM
257
New York Life Investment Management
New York
$4.13M
DC
258
Davenport & Co
Virginia
$4.08M
KAS
259
Kestra Advisory Services
Texas
$4.07M
DIA
260
Dana Investment Advisors
Wisconsin
$4.06M
CIG
261
Cullen Investment Group
Louisiana
$4.05M
Comerica Bank
262
Comerica Bank
Texas
$4.04M
Wealthfront Advisers
263
Wealthfront Advisers
California
$3.97M
RFC
264
Regions Financial Corp
Alabama
$3.92M
RIM
265
Rakuten Investment Management
Japan
$3.9M
Cerity Partners
266
Cerity Partners
New York
$3.87M
NAM
267
Nissay Asset Management
Japan
$3.86M
SMDAM
268
Sumitomo Mitsui DS Asset Management
Japan
$3.86M
DIA
269
Dean Investment Associates
Ohio
$3.82M
FAF
270
Fjarde Ap-fonden
Sweden
$3.75M
Bank Julius Baer & Co
271
Bank Julius Baer & Co
Switzerland
$3.74M
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$3.7M
CIA
273
Concurrent Investment Advisors
Florida
$3.67M
Janus Henderson Group
274
Janus Henderson Group
United Kingdom
$3.66M
BPFA
275
Barnes Pettey Financial Advisors
Mississippi
$3.64M