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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
NMIMC
451
Northwestern Mutual Investment Management Company
Wisconsin
$905K
BFS
452
Bradley Foster & Sargent
Connecticut
$901K
HSA
453
HBK Sorce Advisory
Pennsylvania
$901K
Walleye Trading
454
Walleye Trading
New York
$895K
CAG
455
Crestwood Advisors Group
Massachusetts
$893K
BA
456
Bridgewater Advisors
New York
$892K
QCM
457
QRG Capital Management
Illinois
$885K
IIM
458
Intact Investment Management
Quebec, Canada
$883K
BBVA
459
Banco Bilbao Vizcaya Argentaria
Spain
$871K
FAMI
460
Fideuram Asset Management (Ireland)
$871K
SWMG
461
Signature Wealth Management Group
Georgia
$870K
CJ
462
Caitlin John
Michigan
$843K
VanEck Associates
463
VanEck Associates
New York
$842K
Grantham, Mayo, Van Otterloo & Co (GMO)
464
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$835K
BTI
465
Blue Trust Inc
Georgia
$825K
CP
466
Covenant Partners
Tennessee
$818K
NWAG
467
Net Worth Advisory Group
Utah
$811K
WAP
468
Wealthcare Advisory Partners
Pennsylvania
$805K
EAM
469
Empirical Asset Management
Massachusetts
$802K
PAM
470
Panagora Asset Management
Massachusetts
$802K
AWA
471
Aaron Wealth Advisors
Illinois
$790K
BAM
472
Blueshift Asset Management
New Jersey
$782K
EI
473
EFG International
$781K
TP
474
Tranquility Partners
Tennessee
$778K
HWM
475
HB Wealth Management
Georgia
$777K