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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
OPOWM
426
One Plus One Wealth Management
Florida
$1.15M
MWA
427
Muirfield Wealth Advisors
North Carolina
$1.14M
Rockefeller Capital Management
428
Rockefeller Capital Management
New York
$1.13M
CPC
429
Cookson Peirce & Co
Pennsylvania
$1.12M
TMAM
430
Tokio Marine Asset Management
Japan
$1.12M
KPPF
431
Klein Pavlis & Peasley Financial
California
$1.1M
RIM
432
Redwood Investment Management
Arizona
$1.09M
NAM
433
NorthCrest Asset Manangement
Minnesota
$1.08M
GI
434
GAMMA Investing
California
$1.08M
VI
435
Vestcor Inc
New Brunswick, Canada
$1.07M
SI
436
Stephens Inc
Arkansas
$1.04M
YMRC
437
Yorktown Management & Research Company
Virginia
$1.04M
TCM
438
Twin Capital Management
Pennsylvania
$1.02M
IB
439
Intrust Bank
Kansas
$1.02M
UWP
440
Uniting Wealth Partners
Kansas
$1.01M
Teacher Retirement System of Texas
441
Teacher Retirement System of Texas
Texas
$1.01M
NDSIB
442
North Dakota State Investment Board
North Dakota
$1.01M
SCA
443
STALEY CAPITAL ADVISERS
Pennsylvania
$1M
EF
444
Empirical Finance
Pennsylvania
$1M
PPG
445
Peak Planning Group
Colorado
$992K
TRCT
446
Tower Research Capital (TRC)
New York
$979K
GAM
447
Guinness Asset Management
United Kingdom
$975K
GIA
448
Gateway Investment Advisers
Ohio
$971K
MC
449
Machina Capital
France
$963K
Arrowstreet Capital
450
Arrowstreet Capital
Massachusetts
$927K