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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
WMA
426
West Michigan Advisors
Michigan
$1.15M
OPOWM
427
One Plus One Wealth Management
Florida
$1.15M -$18.6K -115 -2%
MWA
428
Muirfield Wealth Advisors
North Carolina
$1.14M +$52.2K +323 +5%
Rockefeller Capital Management
429
Rockefeller Capital Management
New York
$1.13M +$179K +1,107 +19%
CPC
430
Cookson Peirce & Co
Pennsylvania
$1.12M +$127K +789 +13%
TMAM
431
Tokio Marine Asset Management
Japan
$1.12M +$53.8K +333 +5%
KPPF
432
Klein Pavlis & Peasley Financial
California
$1.1M +$1.1M +6,832 New
RIM
433
Redwood Investment Management
Arizona
$1.09M -$17.8K -110 -2%
NAM
434
NorthCrest Asset Manangement
Minnesota
$1.08M +$20.8K +129 +2%
GI
435
GAMMA Investing
California
$1.08M +$56.2K +348 +5%
VI
436
Vestcor Inc
New Brunswick, Canada
$1.07M
SI
437
Stephens Inc
Arkansas
$1.04M +$90.9K +563 +9%
YMRC
438
Yorktown Management & Research Company
Virginia
$1.04M
TCM
439
Twin Capital Management
Pennsylvania
$1.02M -$48.3K -299 -4%
IB
440
Intrust Bank
Kansas
$1.02M +$48.1K +298 +5%
UWP
441
Uniting Wealth Partners
Kansas
$1.01M -$48.4K -300 -5%
Teacher Retirement System of Texas
442
Teacher Retirement System of Texas
Texas
$1.01M -$10.3M -63,710 -91%
NDSIB
443
North Dakota State Investment Board
North Dakota
$1.01M +$1.01M +6,274 New
SCA
444
STALEY CAPITAL ADVISERS
Pennsylvania
$1M
EF
445
Empirical Finance
Pennsylvania
$1M -$42.1K -261 -4%
PPG
446
Peak Planning Group
Colorado
$992K -$47.8K -296 -5%
TRCT
447
Tower Research Capital (TRC)
New York
$979K +$725K +4,487 +279%
GAM
448
Guinness Asset Management
United Kingdom
$975K +$210K +1,303 +28%
GIA
449
Gateway Investment Advisers
Ohio
$971K +$113K +699 +13%
MC
450
Machina Capital
France
$963K +$968K +5,995 New