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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
VSQM
326
V-Square Quantitative Management
Illinois
$2.54M
VAS
327
Vestmark Advisory Solutions
Massachusetts
$2.41M
P
328
&Partners
Tennessee
$2.39M
AWM
329
Apollon Wealth Management
South Carolina
$2.37M
EPW
330
Evolve Private Wealth
California
$2.33M
DADC
331
D.A. Davidson & Co
Montana
$2.31M
TRSOTSOK
332
Teachers Retirement System of the State of Kentucky
Kentucky
$2.3M
SPIA
333
Steward Partners Investment Advisory
New York
$2.29M
WPC
334
White Pine Capital
Minnesota
$2.29M
DIP
335
Davis Investment Partners
North Carolina
$2.28M
BAMF
336
BI Asset Management Fondsmaeglerselskab
Denmark
$2.26M
ET
337
Entropy Technologies
New York
$2.25M
IA
338
Intellus Advisors
Florida
$2.25M
Pacer Advisors
339
Pacer Advisors
Pennsylvania
$2.24M
HNWAG
340
High Net Worth Advisory Group
Florida
$2.24M
AC
341
Allstate Corporation
Illinois
$2.21M
SP
342
Stablepoint Partners
Massachusetts
$2.19M
Envestnet Portfolio Solutions
343
Envestnet Portfolio Solutions
Illinois
$2.18M
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$2.18M
ELI
345
Empire Life Investments
Ontario, Canada
$2.14M
MYIA
346
Mount Yale Investment Advisors
Colorado
$2.14M
CCM
347
Cullen Capital Management
New York
$2.13M
M&T Bank
348
M&T Bank
New York
$2.12M
HWA
349
Heritage Wealth Advisors
Virginia
$2.12M
FC
350
Farringdon Capital
United Kingdom
$2.1M