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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
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$4.27M
Assenagon Asset Management
252
Assenagon Asset Management
Luxembourg
$4.23M
X
253
Xponance
Pennsylvania
$4.19M
MIM
254
Morningstar Investment Management
Illinois
$4.17M
NYLIM
255
New York Life Investment Management
New York
$4.13M
DC
256
Davenport & Co
Virginia
$4.08M
KAS
257
Kestra Advisory Services
Texas
$4.07M
DIA
258
Dana Investment Advisors
Wisconsin
$4.06M
CIG
259
Cullen Investment Group
Louisiana
$4.05M
Comerica Bank
260
Comerica Bank
Texas
$4.04M
Wealthfront Advisers
261
Wealthfront Advisers
California
$3.97M
RFC
262
Regions Financial Corp
Alabama
$3.92M
RIM
263
Rakuten Investment Management
Japan
$3.9M
Cerity Partners
264
Cerity Partners
New York
$3.87M
NAM
265
Nissay Asset Management
Japan
$3.86M
SMDAM
266
Sumitomo Mitsui DS Asset Management
Japan
$3.86M
DIA
267
Dean Investment Associates
Ohio
$3.82M
FAF
268
Fjarde Ap-fonden
Sweden
$3.75M
Bank Julius Baer & Co
269
Bank Julius Baer & Co
Switzerland
$3.74M
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$3.7M
CIA
271
Concurrent Investment Advisors
Florida
$3.67M
Janus Henderson Group
272
Janus Henderson Group
United Kingdom
$3.66M
BPFA
273
Barnes Pettey Financial Advisors
Mississippi
$3.64M
CIBC World Market
274
CIBC World Market
Ontario, Canada
$3.61M
MOS
275
MGO One Seven
Ohio
$3.61M