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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
SAI
451
Systematic Alpha Investments
New Jersey
$915K
BAM
452
Belpointe Asset Management
Nevada
$907K
NMIMC
453
Northwestern Mutual Investment Management Company
Wisconsin
$905K
BFS
454
Bradley Foster & Sargent
Connecticut
$901K
HSA
455
HBK Sorce Advisory
Pennsylvania
$901K
Walleye Trading
456
Walleye Trading
New York
$895K
CAG
457
Crestwood Advisors Group
Massachusetts
$893K
BA
458
Bridgewater Advisors
New York
$892K
QCM
459
QRG Capital Management
Illinois
$885K
IIM
460
Intact Investment Management
Quebec, Canada
$883K
BBVA
461
Banco Bilbao Vizcaya Argentaria
Spain
$871K
FAMI
462
Fideuram Asset Management (Ireland)
$871K
SWMG
463
Signature Wealth Management Group
Georgia
$870K
CJ
464
Caitlin John
Michigan
$843K
VanEck Associates
465
VanEck Associates
New York
$842K
Grantham, Mayo, Van Otterloo & Co (GMO)
466
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$835K
BTI
467
Blue Trust Inc
Georgia
$825K
CP
468
Covenant Partners
Tennessee
$818K
NWAG
469
Net Worth Advisory Group
Utah
$811K
WAP
470
Wealthcare Advisory Partners
Pennsylvania
$805K
EAM
471
Empirical Asset Management
Massachusetts
$802K
PAM
472
Panagora Asset Management
Massachusetts
$802K
AWA
473
Aaron Wealth Advisors
Illinois
$790K
BAM
474
Blueshift Asset Management
New Jersey
$782K
EI
475
EFG International
$781K