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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
CIBC World Market
276
CIBC World Market
Ontario, Canada
$3.61M
MOS
277
MGO One Seven
Ohio
$3.61M
SFI
278
Siemens Fonds Invest
Germany
$3.54M
PFM
279
Patton Fund Management
Texas
$3.5M
MML Investors Services
280
MML Investors Services
Massachusetts
$3.47M
SDWMA
281
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.47M
Mariner
282
Mariner
Kansas
$3.45M
KWM
283
Kaydan Wealth Management
Michigan
$3.4M
BCI
284
Brinker Capital Investments
Pennsylvania
$3.32M
AI
285
Atria Investments
North Carolina
$3.3M
OAC
286
OMERS Administration Corp
Ontario, Canada
$3.29M
GIS
287
Graphene Investments SAS
France
$3.29M
KWM
288
Kingsview Wealth Management
Oregon
$3.27M
OPERF
289
Oregon Public Employees Retirement Fund
Oregon
$3.24M
MCM
290
MAI Capital Management
Ohio
$3.22M
VA
291
Vident Advisory
Georgia
$3.22M
BIG
292
Brooklyn Investment Group
New York
$3.21M
GAM
293
Gotham Asset Management
New York
$3.21M
YCM
294
Yousif Capital Management
Michigan
$3.2M
UCFA
295
United Capital Financial Advisors
Texas
$3.2M
UM
296
UniSuper Management
Australia
$3.16M
EI
297
Ethic Inc
New York
$3.15M
HighTower Advisors
298
HighTower Advisors
Illinois
$3.14M
EMPI
299
Elo Mutual Pension Insurance
Finland
$3.12M
CFFP
300
Center for Financial Planning
Michigan
$3.1M