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Raymond James Financial

931 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 321 increasing their positions, 322 reducing their positions, and 75 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: 321 | Existing positions reduced: 322

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
931
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
FAM
401
Formidable Asset Management
Ohio
$1.31M
CPC
402
Consolidated Planning Corp
Georgia
$1.31M
ALMGDA
403
AG2R La Mondiale Gestion d'Actifs
France
$1.31M
IG
404
ING Group
Netherlands
$1.31M
GIA
405
GHP Investment Advisors
Colorado
$1.3M
NMERB
406
New Mexico Educational Retirement Board
New Mexico
$1.3M
TBA
407
Tower Bridge Advisors
Pennsylvania
$1.29M
CWP
408
Cyndeo Wealth Partners
Florida
$1.29M
TCOT
409
Trust Company of Toledo
Ohio
$1.28M
AC
410
AlphaCore Capital
California
$1.24M
CIA
411
Capital Investment Advisors
Georgia
$1.23M
STA
412
Summit Trail Advisors
New York
$1.21M
VCM
413
Voleon Capital Management
California
$1.21M
RBWA
414
RFG - Bristol Wealth Advisors
Massachusetts
$1.21M
FB
415
Fulton Bank
Pennsylvania
$1.19M
WI
416
WBI Investments
New Jersey
$1.18M
OFG
417
Oxford Financial Group
Indiana
$1.18M
AT
418
Adelphi Trust
Florida
$1.18M
WANY
419
Wealthspire Advisors (New York)
New York
$1.16M
MSE
420
MUFG Securities EMEA
United Kingdom
$1.16M
Verition Fund Management
421
Verition Fund Management
Connecticut
$1.16M
EOJOAM
422
E. Ohman J:or Asset Management
Sweden
$1.16M
AAIS
423
ABN AMRO Investment Solutions
$1.15M
JF
424
JSF Financial
California
$1.15M
WMA
425
West Michigan Advisors
Michigan
$1.15M