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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
SFI
276
Siemens Fonds Invest
Germany
$3.54M
PFM
277
Patton Fund Management
Texas
$3.5M
MML Investors Services
278
MML Investors Services
Massachusetts
$3.47M
SDWMA
279
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.47M
Mariner
280
Mariner
Kansas
$3.45M
KWM
281
Kaydan Wealth Management
Michigan
$3.4M
BCI
282
Brinker Capital Investments
Pennsylvania
$3.32M
AI
283
Atria Investments
North Carolina
$3.3M
OAC
284
OMERS Administration Corp
Ontario, Canada
$3.29M
GIS
285
Graphene Investments SAS
France
$3.29M
KWM
286
Kingsview Wealth Management
Oregon
$3.27M
OPERF
287
Oregon Public Employees Retirement Fund
Oregon
$3.24M
MCM
288
MAI Capital Management
Ohio
$3.22M
VA
289
Vident Advisory
Georgia
$3.22M
BIG
290
Brooklyn Investment Group
New York
$3.21M
GAM
291
Gotham Asset Management
New York
$3.21M
YCM
292
Yousif Capital Management
Michigan
$3.2M
UCFA
293
United Capital Financial Advisors
Texas
$3.2M
UM
294
UniSuper Management
Australia
$3.16M
EI
295
Ethic Inc
New York
$3.15M
HighTower Advisors
296
HighTower Advisors
Illinois
$3.14M
EMPI
297
Elo Mutual Pension Insurance
Finland
$3.12M
CFFP
298
Center for Financial Planning
Michigan
$3.1M
CSIA
299
Carl Stuart Investment Advisor
Texas
$3.07M
Nordea Investment Management
300
Nordea Investment Management
Sweden
$3.07M