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Raymond James Financial

923 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 319 increasing their positions, 320 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: 319 | Existing positions reduced: 320

6% less capital invested

Capital invested by funds: $26B → $24.6B (-$1.46B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
923
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
HNB
526
Huntington National Bank
Ohio
$564K
DS
527
DRW Securities
Illinois
$561K
CL
528
Choreo LLC
Illinois
$558K
TA
529
Tectonic Advisors
Texas
$555K
TYCC
530
Texas Yale Capital Corp
Florida
$553K
PWMAG
531
Pinnacle Wealth Management Advisory Group
New Jersey
$551K
JWCA
532
J.W. Cole Advisors
Florida
$549K
ACGA
533
Atlanta Consulting Group Advisors
Georgia
$543K
Capstone Investment Advisors
534
Capstone Investment Advisors
New York
$541K
VWA
535
Visionary Wealth Advisors
Illinois
$531K
BHPW
536
Beverly Hills Private Wealth
California
$527K
EGM
537
Engineers Gate Manager
New York
$525K
WC
538
Waterloo Capital
Texas
$521K
SFS
539
Sowell Financial Services
Arkansas
$521K
FTWA
540
Fifth Third Wealth Advisors
Ohio
$518K
Bessemer Group
541
Bessemer Group
New Jersey
$517K
VT
542
Vise Technologies
New York
$509K
RCAG
543
Rehmann Capital Advisory Group
Michigan
$503K
AV
544
ASR Vermogensbeheer
Netherlands
$498K
Loomis, Sayles & Company
545
Loomis, Sayles & Company
Massachusetts
$496K
NPFS
546
Novak & Powell Financial Services
Florida
$493K
VWM
547
Venturi Wealth Management
Texas
$493K
CPWL
548
Coquina Private Wealth LLC
Florida
$492K
QCIG
549
Quad-Cities Investment Group
Iowa
$492K
SAM
550
Smartleaf Asset Management
Massachusetts
$486K