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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
UAS
326
United Asset Strategies
New York
$2.56M +$2.57M +15,927 New
VSQM
327
V-Square Quantitative Management
Illinois
$2.54M -$2.58K -16 -0.1%
VAS
328
Vestmark Advisory Solutions
Massachusetts
$2.41M +$466K +2,885 +24%
P
329
&Partners
Tennessee
$2.39M +$56.5K +350 +2%
AWM
330
Apollon Wealth Management
South Carolina
$2.37M +$8.4K +52 +0.4%
EPW
331
Evolve Private Wealth
California
$2.33M +$2.34M +14,487 New
DADC
332
D.A. Davidson & Co
Montana
$2.31M +$1.46M +9,031 +168%
TRSOTSOK
333
Teachers Retirement System of the State of Kentucky
Kentucky
$2.3M
SPIA
334
Steward Partners Investment Advisory
New York
$2.29M -$19.2K -119 -0.8%
WPC
335
White Pine Capital
Minnesota
$2.29M -$3.55K -22 -0.2%
DIP
336
Davis Investment Partners
North Carolina
$2.28M -$42.8K -265 -2%
BAMF
337
BI Asset Management Fondsmaeglerselskab
Denmark
$2.26M -$201K -1,245 -8%
ET
338
Entropy Technologies
New York
$2.25M +$2.26M +14,013 New
IA
339
Intellus Advisors
Florida
$2.25M +$354K +2,192 +19%
Pacer Advisors
340
Pacer Advisors
Pennsylvania
$2.24M -$53.6K -332 -2%
HNWAG
341
High Net Worth Advisory Group
Florida
$2.24M +$36.7K +227 +2%
AC
342
Allstate Corporation
Illinois
$2.21M +$1.16M +7,158 +108%
SP
343
Stablepoint Partners
Massachusetts
$2.19M +$30K +186 +1%
Envestnet Portfolio Solutions
344
Envestnet Portfolio Solutions
Illinois
$2.18M -$106K -659 -5%
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$2.18M -$30.4K -188 -1%
ELI
346
Empire Life Investments
Ontario, Canada
$2.14M +$5.65K +35 +0.3%
MYIA
347
Mount Yale Investment Advisors
Colorado
$2.14M +$469K +2,905 +28%
CCM
348
Cullen Capital Management
New York
$2.13M -$17.4K -108 -0.8%
M&T Bank
349
M&T Bank
New York
$2.12M +$324K +2,005 +18%
HWA
350
Heritage Wealth Advisors
Virginia
$2.12M -$37.1K -230 -2%