RJF icon

Raymond James Financial

916 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, 318 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: 317 | Existing positions reduced: 318

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
916
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
NMERB
401
New Mexico Educational Retirement Board
New Mexico
$1.3M
TBA
402
Tower Bridge Advisors
Pennsylvania
$1.29M
CWP
403
Cyndeo Wealth Partners
Florida
$1.29M
TCOT
404
Trust Company of Toledo
Ohio
$1.28M
AC
405
AlphaCore Capital
California
$1.24M
CIA
406
Capital Investment Advisors
Georgia
$1.23M
STA
407
Summit Trail Advisors
New York
$1.21M
VCM
408
Voleon Capital Management
California
$1.21M
RBWA
409
RFG - Bristol Wealth Advisors
Massachusetts
$1.21M
FB
410
Fulton Bank
Pennsylvania
$1.19M
WI
411
WBI Investments
New Jersey
$1.18M
OFG
412
Oxford Financial Group
Indiana
$1.18M
AT
413
Adelphi Trust
Florida
$1.18M
WANY
414
Wealthspire Advisors (New York)
New York
$1.16M
MSE
415
MUFG Securities EMEA
United Kingdom
$1.16M
Verition Fund Management
416
Verition Fund Management
Connecticut
$1.16M
EOJOAM
417
E. Ohman J:or Asset Management
Sweden
$1.16M
AAIS
418
ABN AMRO Investment Solutions
$1.15M
JF
419
JSF Financial
California
$1.15M
WMA
420
West Michigan Advisors
Michigan
$1.15M
OPOWM
421
One Plus One Wealth Management
Florida
$1.15M
MWA
422
Muirfield Wealth Advisors
North Carolina
$1.14M
Rockefeller Capital Management
423
Rockefeller Capital Management
New York
$1.13M
CPC
424
Cookson Peirce & Co
Pennsylvania
$1.12M
TMAM
425
Tokio Marine Asset Management
Japan
$1.12M