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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
SCTC
376
Sanibel Captiva Trust Company
Florida
$1.55M
HIP
377
HUB Investment Partners
Texas
$1.54M
MWA
378
Meridian Wealth Advisors
Texas
$1.54M
NSUP
379
NLB Skladi upravljanje premozenja
$1.53M
CRC
380
Curi RMB Capital
Illinois
$1.52M
AW
381
Atlas Wealth
Ohio
$1.52M
AWMS
382
Advocacy Wealth Management Services
Georgia
$1.49M
CB
383
Commerce Bank
Missouri
$1.49M
SFA
384
Sequoia Financial Advisors
Ohio
$1.48M
A
385
AlphaQuest
New York
$1.47M
DILIC
386
Dai-ichi Life Insurance Company
Japan
$1.46M
AA
387
ABC Arbitrage
France
$1.45M
IIM
388
INTECH Investment Management
Florida
$1.45M
LSERS
389
Louisiana State Employees Retirement System
Louisiana
$1.45M
GIA
390
Gladstone Institutional Advisory
Florida
$1.43M
JSSH
391
J. Safra Sarasin Holding
$1.43M
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$1.43M
MSRPS
393
Maryland State Retirement & Pension System
Maryland
$1.43M
GT
394
Glenmede Trust
Pennsylvania
$1.39M
BFA
395
Bill Few Associates
Pennsylvania
$1.38M
S
396
SignatureFD
Georgia
$1.37M
AUB
397
Atlantic Union Bankshares
Virginia
$1.36M
MGP
398
Metis Global Partners
California
$1.32M
FAM
399
Formidable Asset Management
Ohio
$1.31M
CPC
400
Consolidated Planning Corp
Georgia
$1.31M