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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
QCG
501
Quadrant Capital Group
Ohio
$703K -$13.1K -81 -2%
TE
502
Tema ETFs
New York
$700K -$1.94K -12 -0.3%
JIC
503
Johnson Investment Counsel
Ohio
$699K
AFG
504
ABLE Financial Group
Arizona
$692K +$80.6K +499 +13%
SO
505
STRS Ohio
Ohio
$686K -$16.1K -100 -2%
TI
506
Tidal Investments
Wisconsin
$682K -$41.7K -258 -6%
Lido Advisors
507
Lido Advisors
California
$679K +$15.5K +96 +2%
VI
508
Versor Investments
New York
$677K +$681K +4,216 New
HIP
509
Harrell Investment Partners
Texas
$673K +$1.61K +10 +0.2%
NG
510
Norden Group
Utah
$672K -$16.3K -101 -2%
GVAG
511
Great Valley Advisor Group
Delaware
$654K +$323 +2 +0%
WIA
512
Wetzel Investment Advisors
Indiana
$647K -$161K -1,000 -20%
BFPW
513
BOK Financial Private Wealth
Colorado
$629K -$5.17K -32 -0.8%
CFO
514
Callan Family Office
Pennsylvania
$626K +$185K +1,146 +42%
MFG
515
Merit Financial Group
Georgia
$615K -$27.1K -168 -4%
KWA
516
Kingswood Wealth Advisors
California
$614K +$617K +3,821 New
GFPC
517
Global Financial Private Client
Florida
$610K -$84.8K -525 -12%
PP
518
Prudential plc
United Kingdom
$607K
DZ Bank
519
DZ Bank
Germany
$601K
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$599K +$51.5K +319 +9%
KFAS
521
Keating Financial Advisory Services
Kansas
$593K +$597K +3,696 New
GC
522
Guggenheim Capital
Illinois
$589K +$57.3K +355 +11%
SC
523
Savant Capital
Illinois
$587K +$52.5K +325 +10%
YIH
524
Y-Intercept (HK)
Hong Kong
$585K +$588K +3,643 New
WC
525
Westerkirk Capital
$578K