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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
QCIG
551
Quad-Cities Investment Group
Iowa
$492K
SAM
552
Smartleaf Asset Management
Massachusetts
$486K
AIC
553
Argus Investors Counsel
New York
$484K
NW
554
NewEdge Wealth
Pennsylvania
$479K
LFAS
555
Level Four Advisory Services
Texas
$478K
CG
556
Cynosure Group
Utah
$477K
GT
557
Greenleaf Trust
Michigan
$477K
OC
558
Oppenheimer & Co
New York
$477K
GLR
559
Great Lakes Retirement
Ohio
$476K
HI
560
Horizon Investments
North Carolina
$472K
SDAM
561
Shulman DeMeo Asset Management
New York
$470K
William Blair & Company
562
William Blair & Company
Illinois
$464K
CFO
563
Collective Family Office
Pennsylvania
$464K
LWAM
564
Legacy Wealth Asset Management
Minnesota
$447K
BP
565
Ballentine Partners
Massachusetts
$442K
FWA
566
FORM Wealth Advisors
Wisconsin
$442K
MIM
567
MTM Investment Management
South Carolina
$442K
AP
568
Anchyra Partners
Georgia
$440K
TG
569
TCW Group
California
$432K
APIM
570
Agate Pass Investment Management
Washington
$431K
CIM
571
Contravisory Investment Management
Massachusetts
$428K
PWS
572
Pursuit Wealth Strategies
North Carolina
$421K
BBHC
573
Brown Brothers Harriman & Co
New York
$419K
BCP
574
Blue Chip Partners
Michigan
$417K
EWM
575
Empirical Wealth Management
Washington
$416K