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Raymond James Financial

916 hedge funds and large institutions have $24.4B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 317 increasing their positions, 318 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: 317 | Existing positions reduced: 318

6% less capital invested

Capital invested by funds: $26B → $24.4B (-$1.65B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
916
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
TA
526
Tectonic Advisors
Texas
$555K
TYCC
527
Texas Yale Capital Corp
Florida
$553K
PWMAG
528
Pinnacle Wealth Management Advisory Group
New Jersey
$551K
JWCA
529
J.W. Cole Advisors
Florida
$549K
ACGA
530
Atlanta Consulting Group Advisors
Georgia
$543K
Capstone Investment Advisors
531
Capstone Investment Advisors
New York
$541K
VWA
532
Visionary Wealth Advisors
Illinois
$531K
BHPW
533
Beverly Hills Private Wealth
California
$527K
EGM
534
Engineers Gate Manager
New York
$525K
WC
535
Waterloo Capital
Texas
$521K
SFS
536
Sowell Financial Services
Arkansas
$521K
FTWA
537
Fifth Third Wealth Advisors
Ohio
$518K
Bessemer Group
538
Bessemer Group
New Jersey
$517K
VT
539
Vise Technologies
New York
$509K
AV
540
ASR Vermogensbeheer
Netherlands
$498K
Loomis, Sayles & Company
541
Loomis, Sayles & Company
Massachusetts
$496K
NPFS
542
Novak & Powell Financial Services
Florida
$493K
VWM
543
Venturi Wealth Management
Texas
$493K
CPWL
544
Coquina Private Wealth LLC
Florida
$492K
QCIG
545
Quad-Cities Investment Group
Iowa
$492K
SAM
546
Smartleaf Asset Management
Massachusetts
$486K
AIC
547
Argus Investors Counsel
New York
$484K
NW
548
NewEdge Wealth
Pennsylvania
$479K
LFAS
549
Level Four Advisory Services
Texas
$478K
CG
550
Cynosure Group
Utah
$477K