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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
JAM
351
Jupiter Asset Management
United Kingdom
$2M
Kovitz Investment Group Partners
352
Kovitz Investment Group Partners
Illinois
$1.99M
GAM
353
Generali Asset Management
Italy
$1.98M
DCM
354
Dean Capital Management
Kansas
$1.98M
KA
355
Klingman & Associates
New York
$1.96M
VIA
356
Virtus Investment Advisers
Connecticut
$1.92M
BCV
357
Banque Cantonale Vaudoise
Switzerland
$1.91M
OC
358
Oarsman Capital
Wisconsin
$1.88M
FAM
359
Fairtree Asset Management
South Africa
$1.87M
KRS
360
Kentucky Retirement Systems
Kentucky
$1.84M
BS
361
Banco Santander
Spain
$1.82M
AIM
362
Allen Investment Management
New York
$1.79M
NB
363
Norinchukin Bank
Japan
$1.76M
KeyBank National Association
364
KeyBank National Association
Ohio
$1.74M
WPC
365
Wedmont Private Capital
Pennsylvania
$1.72M
NP
366
Nilsine Partners
Colorado
$1.71M
AWCI
367
Alpine Woods Capital Investors
New York
$1.67M
Luther King Capital Management (LKCM)
368
Luther King Capital Management (LKCM)
Texas
$1.66M
HIMCH
369
Hartford Investment Management Co (HIMCO)
Connecticut
$1.65M
BAM
370
Bayview Asset Management
Florida
$1.63M
GIBU
371
Gulf International Bank (UK)
United Kingdom
$1.58M
CG
372
Caprock Group
Idaho
$1.57M
SCTC
373
Sanibel Captiva Trust Company
Florida
$1.55M
HIP
374
HUB Investment Partners
Texas
$1.54M
MWA
375
Meridian Wealth Advisors
Texas
$1.54M