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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
AQR Capital Management
26
AQR Capital Management
Connecticut
$176M +$50.6M +313,587 +40%
HA
27
Harfst & Associates
Wyoming
$171M +$5.84M +36,183 +4%
SEI Investments
28
SEI Investments
Pennsylvania
$159M +$8.88M +54,977 +6%
UBS Group
29
UBS Group
Switzerland
$135M +$36.8M +227,781 +37%
Prudential Financial
30
Prudential Financial
New Jersey
$132M +$24M +148,741 +22%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$127M -$16.9M -104,866 -12%
Raymond James Financial
32
Raymond James Financial
Florida
$118M -$2.33M -14,449 -2%
N
33
Nuveen
North Carolina
$116M -$2.75M -17,060 -2%
Barclays
34
Barclays
United Kingdom
$116M +$20.4M +126,572 +21%
Franklin Resources
35
Franklin Resources
California
$109M +$11.4M +70,849 +12%
Principal Financial Group
36
Principal Financial Group
Iowa
$92M -$509K -3,153 -0.5%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$91.8M -$1.54M -9,509 -2%
Deutsche Bank
38
Deutsche Bank
Germany
$91.6M -$4.32M -26,764 -4%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$87.9M +$40.1M +248,420 +83%
CAM
40
Congress Asset Management
Massachusetts
$82.6M -$20.1M -124,776 -20%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$82.1M -$17.3M -107,393 -17%
AllianceBernstein
42
AllianceBernstein
Tennessee
$79M +$19M +117,745 +31%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$72.1M -$3.49M -21,633 -5%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$70.3M +$4.76M +29,454 +7%
Citigroup
45
Citigroup
New York
$70.1M +$9.89M +61,232 +16%
MR
46
Munich Reinsurance
$65.8M -$37.5K -232 -0.1%
PPF
47
PFA Pension Forsikringsaktieselskab
$64.6M +$64.2M +397,662 New
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$63.4M +$2.49M +15,395 +4%
Fisher Asset Management
49
Fisher Asset Management
Washington
$63.1M +$4.1M +25,410 +7%
SAM
50
Silvercrest Asset Management
New York
$62.9M -$4.7M -29,090 -7%