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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
EPW
326
Evolve Private Wealth
California
$2.33M
DADC
327
D.A. Davidson & Co
Montana
$2.31M
TRSOTSOK
328
Teachers Retirement System of the State of Kentucky
Kentucky
$2.3M
SPIA
329
Steward Partners Investment Advisory
New York
$2.29M
WPC
330
White Pine Capital
Minnesota
$2.29M
DIP
331
Davis Investment Partners
North Carolina
$2.28M
BAMF
332
BI Asset Management Fondsmaeglerselskab
Denmark
$2.26M
ET
333
Entropy Technologies
New York
$2.25M
IA
334
Intellus Advisors
Florida
$2.25M
Pacer Advisors
335
Pacer Advisors
Pennsylvania
$2.24M
HNWAG
336
High Net Worth Advisory Group
Florida
$2.24M
AC
337
Allstate Corporation
Illinois
$2.21M
SP
338
Stablepoint Partners
Massachusetts
$2.19M
Envestnet Portfolio Solutions
339
Envestnet Portfolio Solutions
Illinois
$2.18M
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$2.18M
ELI
341
Empire Life Investments
Ontario, Canada
$2.14M
MYIA
342
Mount Yale Investment Advisors
Colorado
$2.14M
CCM
343
Cullen Capital Management
New York
$2.13M
M&T Bank
344
M&T Bank
New York
$2.12M
HWA
345
Heritage Wealth Advisors
Virginia
$2.12M
FC
346
Farringdon Capital
United Kingdom
$2.1M
WBWA
347
William B. Walkup & Associates
South Carolina
$2.1M
IAN
348
Integrated Advisors Network
Texas
$2.06M
IMCOOI
349
Investment Management Corp of Ontario (IMCO)
Canada
$2.06M
MSU
350
Mizuho Securities USA
New York
$2.01M