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Raymond James Financial

931 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 321 increasing their positions, 322 reducing their positions, and 75 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: 321 | Existing positions reduced: 322

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
931
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
LGA
526
Lebenthal Global Advisors
New York
$572K
NL
527
NVWM LLC
Pennsylvania
$570K
HNB
528
Huntington National Bank
Ohio
$564K
DS
529
DRW Securities
Illinois
$561K
CL
530
Choreo LLC
Illinois
$558K
TA
531
Tectonic Advisors
Texas
$555K
TYCC
532
Texas Yale Capital Corp
Florida
$553K
PWMAG
533
Pinnacle Wealth Management Advisory Group
New Jersey
$551K
JWCA
534
J.W. Cole Advisors
Florida
$549K
ACGA
535
Atlanta Consulting Group Advisors
Georgia
$543K
Capstone Investment Advisors
536
Capstone Investment Advisors
New York
$541K
VWA
537
Visionary Wealth Advisors
Illinois
$531K
BHPW
538
Beverly Hills Private Wealth
California
$527K
EGM
539
Engineers Gate Manager
New York
$525K
WC
540
Waterloo Capital
Texas
$521K
SFS
541
Sowell Financial Services
Arkansas
$521K
FTWA
542
Fifth Third Wealth Advisors
Ohio
$518K
Bessemer Group
543
Bessemer Group
New Jersey
$517K
VT
544
Vise Technologies
New York
$509K
RCAG
545
Rehmann Capital Advisory Group
Michigan
$503K
AV
546
ASR Vermogensbeheer
Netherlands
$498K
Loomis, Sayles & Company
547
Loomis, Sayles & Company
Massachusetts
$496K
NPFS
548
Novak & Powell Financial Services
Florida
$493K
VWM
549
Venturi Wealth Management
Texas
$493K
CPWL
550
Coquina Private Wealth LLC
Florida
$492K