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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
PFM
276
Patton Fund Management
Texas
$3.5M
MML Investors Services
277
MML Investors Services
Massachusetts
$3.47M
SDWMA
278
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.47M
Mariner
279
Mariner
Kansas
$3.45M
KWM
280
Kaydan Wealth Management
Michigan
$3.4M
BCI
281
Brinker Capital Investments
Pennsylvania
$3.32M
AI
282
Atria Investments
North Carolina
$3.3M
OAC
283
OMERS Administration Corp
Ontario, Canada
$3.29M
GIS
284
Graphene Investments SAS
France
$3.29M
KWM
285
Kingsview Wealth Management
Oregon
$3.27M
OPERF
286
Oregon Public Employees Retirement Fund
Oregon
$3.24M
MCM
287
MAI Capital Management
Ohio
$3.22M
VA
288
Vident Advisory
Georgia
$3.22M
BIG
289
Brooklyn Investment Group
New York
$3.21M
GAM
290
Gotham Asset Management
New York
$3.21M
YCM
291
Yousif Capital Management
Michigan
$3.2M
UCFA
292
United Capital Financial Advisors
Texas
$3.2M
UM
293
UniSuper Management
Australia
$3.16M
EI
294
Ethic Inc
New York
$3.15M
HighTower Advisors
295
HighTower Advisors
Illinois
$3.14M
EMPI
296
Elo Mutual Pension Insurance
Finland
$3.12M
CFFP
297
Center for Financial Planning
Michigan
$3.1M
CSIA
298
Carl Stuart Investment Advisor
Texas
$3.07M
Nordea Investment Management
299
Nordea Investment Management
Sweden
$3.07M
HA
300
Heartland Advisors
Wisconsin
$3.05M