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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
P
326
&Partners
Tennessee
$2.39M
AWM
327
Apollon Wealth Management
South Carolina
$2.37M
EPW
328
Evolve Private Wealth
California
$2.33M
DADC
329
D.A. Davidson & Co
Montana
$2.31M
TRSOTSOK
330
Teachers Retirement System of the State of Kentucky
Kentucky
$2.3M
SPIA
331
Steward Partners Investment Advisory
New York
$2.29M
WPC
332
White Pine Capital
Minnesota
$2.29M
DIP
333
Davis Investment Partners
North Carolina
$2.28M
BAMF
334
BI Asset Management Fondsmaeglerselskab
Denmark
$2.26M
ET
335
Entropy Technologies
New York
$2.25M
IA
336
Intellus Advisors
Florida
$2.25M
Pacer Advisors
337
Pacer Advisors
Pennsylvania
$2.24M
HNWAG
338
High Net Worth Advisory Group
Florida
$2.24M
AC
339
Allstate Corporation
Illinois
$2.21M
SP
340
Stablepoint Partners
Massachusetts
$2.19M
Envestnet Portfolio Solutions
341
Envestnet Portfolio Solutions
Illinois
$2.18M
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$2.18M
ELI
343
Empire Life Investments
Ontario, Canada
$2.14M
MYIA
344
Mount Yale Investment Advisors
Colorado
$2.14M
CCM
345
Cullen Capital Management
New York
$2.13M
M&T Bank
346
M&T Bank
New York
$2.12M
HWA
347
Heritage Wealth Advisors
Virginia
$2.12M
FC
348
Farringdon Capital
United Kingdom
$2.1M
WBWA
349
William B. Walkup & Associates
South Carolina
$2.1M
IAN
350
Integrated Advisors Network
Texas
$2.06M