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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
ALMGDA
401
AG2R La Mondiale Gestion d'Actifs
France
$1.31M
IG
402
ING Group
Netherlands
$1.31M
GIA
403
GHP Investment Advisors
Colorado
$1.3M
NMERB
404
New Mexico Educational Retirement Board
New Mexico
$1.3M
TBA
405
Tower Bridge Advisors
Pennsylvania
$1.29M
CWP
406
Cyndeo Wealth Partners
Florida
$1.29M
TCOT
407
Trust Company of Toledo
Ohio
$1.28M
AC
408
AlphaCore Capital
California
$1.24M
CIA
409
Capital Investment Advisors
Georgia
$1.23M
STA
410
Summit Trail Advisors
New York
$1.21M
VCM
411
Voleon Capital Management
California
$1.21M
RBWA
412
RFG - Bristol Wealth Advisors
Massachusetts
$1.21M
FB
413
Fulton Bank
Pennsylvania
$1.19M
WI
414
WBI Investments
New Jersey
$1.18M
OFG
415
Oxford Financial Group
Indiana
$1.18M
AT
416
Adelphi Trust
Florida
$1.18M
WANY
417
Wealthspire Advisors (New York)
New York
$1.16M
MSE
418
MUFG Securities EMEA
United Kingdom
$1.16M
Verition Fund Management
419
Verition Fund Management
Connecticut
$1.16M
EOJOAM
420
E. Ohman J:or Asset Management
Sweden
$1.16M
AAIS
421
ABN AMRO Investment Solutions
$1.15M
JF
422
JSF Financial
California
$1.15M
WMA
423
West Michigan Advisors
Michigan
$1.15M
OPOWM
424
One Plus One Wealth Management
Florida
$1.15M
MWA
425
Muirfield Wealth Advisors
North Carolina
$1.14M