We are live on ! Find out more
RJF icon

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
MGP
401
Metis Global Partners
California
$1.32M -$236K -1,460 -15%
FAM
402
Formidable Asset Management
Ohio
$1.31M -$25.8K -160 -2%
CPC
403
Consolidated Planning Corp
Georgia
$1.31M +$14.9K +92 +1%
ALMGDA
404
AG2R La Mondiale Gestion d'Actifs
France
$1.31M +$26.5K +164 +2%
IG
405
ING Group
Netherlands
$1.31M -$27.8K -172 -2%
GIA
406
GHP Investment Advisors
Colorado
$1.3M +$111K +689 +9%
NMERB
407
New Mexico Educational Retirement Board
New Mexico
$1.3M -$16.1K -100 -1%
TBA
408
Tower Bridge Advisors
Pennsylvania
$1.29M -$242K -1,500 -16%
CWP
409
Cyndeo Wealth Partners
Florida
$1.29M +$542K +3,357 +71%
TCOT
410
Trust Company of Toledo
Ohio
$1.28M
AC
411
AlphaCore Capital
California
$1.24M +$1.24M +7,700 New
CIA
412
Capital Investment Advisors
Georgia
$1.23M +$323 +2 +0%
STA
413
Summit Trail Advisors
New York
$1.21M +$213K +1,316 +21%
VCM
414
Voleon Capital Management
California
$1.21M +$757K +4,690 +165%
RBWA
415
RFG - Bristol Wealth Advisors
Massachusetts
$1.21M -$215K -1,334 -15%
FB
416
Fulton Bank
Pennsylvania
$1.19M +$47K +291 +4%
WI
417
WBI Investments
New Jersey
$1.18M +$1.19M +7,350 New
OFG
418
Oxford Financial Group
Indiana
$1.18M -$61K -378 -5%
AT
419
Adelphi Trust
Florida
$1.18M +$1.18M +7,321 New
WANY
420
Wealthspire Advisors (New York)
New York
$1.16M +$157K +974 +16%
MSE
421
MUFG Securities EMEA
United Kingdom
$1.16M +$619K +3,831 +113%
Verition Fund Management
422
Verition Fund Management
Connecticut
$1.16M -$2.43M -15,065 -68%
EOJOAM
423
E. Ohman J:or Asset Management
Sweden
$1.16M -$136K -840 -10%
AAIS
424
ABN AMRO Investment Solutions
$1.15M +$965K +5,979 +497%
JF
425
JSF Financial
California
$1.15M -$2.75K -17 -0.2%