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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
BEI
526
Benjamin Edwards Inc
Missouri
$576K +$338K +2,092 +140%
LGA
527
Lebenthal Global Advisors
New York
$572K +$161K +994 +39%
NL
528
NVWM LLC
Pennsylvania
$570K -$13.1K -81 -2%
HNB
529
Huntington National Bank
Ohio
$564K +$86.2K +534 +18%
DS
530
DRW Securities
Illinois
$561K +$195K +1,210 +53%
CL
531
Choreo LLC
Illinois
$558K -$15.8K -98 -3%
TA
532
Tectonic Advisors
Texas
$555K +$31K +192 +6%
TYCC
533
Texas Yale Capital Corp
Florida
$553K
PWMAG
534
Pinnacle Wealth Management Advisory Group
New Jersey
$551K +$6.3K +39 +1%
JWCA
535
J.W. Cole Advisors
Florida
$549K -$272K -1,686 -32%
ACGA
536
Atlanta Consulting Group Advisors
Georgia
$543K +$22.9K +142 +4%
Capstone Investment Advisors
537
Capstone Investment Advisors
New York
$541K +$544K +3,371 New
VWA
538
Visionary Wealth Advisors
Illinois
$531K +$161 +1 +0%
BHPW
539
Beverly Hills Private Wealth
California
$527K -$13.4K -83 -2%
EGM
540
Engineers Gate Manager
New York
$525K +$210K +1,301 +66%
WC
541
Waterloo Capital
Texas
$521K -$32K -198 -6%
SFS
542
Sowell Financial Services
Arkansas
$521K -$646 -4 -0.1%
FTWA
543
Fifth Third Wealth Advisors
Ohio
$518K -$9.2K -57 -2%
Bessemer Group
544
Bessemer Group
New Jersey
$517K -$68K -421 -12%
VT
545
Vise Technologies
New York
$509K -$33.3K -206 -6%
RCAG
546
Rehmann Capital Advisory Group
Michigan
$503K -$49.9K -309 -9%
AV
547
ASR Vermogensbeheer
Netherlands
$498K -$5.65K -35 -1%
Loomis, Sayles & Company
548
Loomis, Sayles & Company
Massachusetts
$496K +$405K +2,511 +434%
NPFS
549
Novak & Powell Financial Services
Florida
$493K
VWM
550
Venturi Wealth Management
Texas
$493K -$1.13K -7 -0.2%