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Raymond James Financial

933 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 321 increasing their positions, 323 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $48.5M

79% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 75

5% more funds holding

Funds holding: 890933 (+43)

2.18% more ownership

Funds ownership: 75.7%77.89% (+2.2%)

1% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 323

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
933
Holders Change
+43
Holders Change %
+4.83%
% of All Funds
11.35%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.1%
New
134
Increased
321
Reduced
323
Closed
75
Calls
$96.9M
Puts
$48.5M
Net Calls
+$48.4M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BPFA
276
Barnes Pettey Financial Advisors
Mississippi
$3.64M +$34.9K +216 +1%
CIBC World Market
277
CIBC World Market
Ontario, Canada
$3.61M +$6.3K +39 +0.2%
MOS
278
MGO One Seven
Ohio
$3.61M +$197K +1,220 +6%
SFI
279
Siemens Fonds Invest
Germany
$3.54M -$1.49M -9,231 -30%
PFM
280
Patton Fund Management
Texas
$3.5M +$3.26M +20,177 +1,259%
MML Investors Services
281
MML Investors Services
Massachusetts
$3.47M -$169K -1,046 -5%
SDWMA
282
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.47M
Mariner
283
Mariner
Kansas
$3.45M +$233K +1,442 +7%
KWM
284
Kaydan Wealth Management
Michigan
$3.4M
BCI
285
Brinker Capital Investments
Pennsylvania
$3.32M -$29.1K -180 -0.9%
AI
286
Atria Investments
North Carolina
$3.3M -$158K -979 -5%
OAC
287
OMERS Administration Corp
Ontario, Canada
$3.29M +$134K +830 +4%
GIS
288
Graphene Investments SAS
France
$3.29M
KWM
289
Kingsview Wealth Management
Oregon
$3.27M +$2.81M +17,407 +587%
OPERF
290
Oregon Public Employees Retirement Fund
Oregon
$3.24M -$5.33K -33 -0.2%
MCM
291
MAI Capital Management
Ohio
$3.22M +$3.02M +18,732 +1,392%
VA
292
Vident Advisory
Georgia
$3.22M +$123K +762 +4%
BIG
293
Brooklyn Investment Group
New York
$3.21M +$2.22M +13,752 +237%
GAM
294
Gotham Asset Management
New York
$3.21M +$51.5K +319 +2%
YCM
295
Yousif Capital Management
Michigan
$3.2M -$197K -1,219 -6%
UCFA
296
United Capital Financial Advisors
Texas
$3.2M -$22.3K -138 -0.7%
UM
297
UniSuper Management
Australia
$3.16M -$184K -1,138 -5%
EI
298
Ethic Inc
New York
$3.15M -$151K -935 -5%
HighTower Advisors
299
HighTower Advisors
Illinois
$3.14M +$344K +2,130 +12%
EMPI
300
Elo Mutual Pension Insurance
Finland
$3.12M -$596K -3,694 -16%