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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
CPWL
551
Coquina Private Wealth LLC
Florida
$492K +$495K +3,064 New
QCIG
552
Quad-Cities Investment Group
Iowa
$492K +$1.29K +8 +0.3%
SAM
553
Smartleaf Asset Management
Massachusetts
$486K -$9.04K -56 -2%
AIC
554
Argus Investors Counsel
New York
$484K +$33.4K +207 +7%
NW
555
NewEdge Wealth
Pennsylvania
$479K +$203K +1,256 +73%
LFAS
556
Level Four Advisory Services
Texas
$478K -$48.8K -302 -9%
CG
557
Cynosure Group
Utah
$477K +$480K +2,973 New
GT
558
Greenleaf Trust
Michigan
$477K -$323 -2 -0.1%
OC
559
Oppenheimer & Co
New York
$477K +$3.55K +22 +0.7%
GLR
560
Great Lakes Retirement
Ohio
$476K +$25.4K +157 +6%
HI
561
Horizon Investments
North Carolina
$472K -$123K -763 -21%
SDAM
562
Shulman DeMeo Asset Management
New York
$470K +$323 +2 +0.1%
William Blair & Company
563
William Blair & Company
Illinois
$464K +$105K +650 +29%
CFO
564
Collective Family Office
Pennsylvania
$464K
LWAM
565
Legacy Wealth Asset Management
Minnesota
$447K +$11K +68 +3%
BP
566
Ballentine Partners
Massachusetts
$442K +$161 +1 +0%
FWA
567
FORM Wealth Advisors
Wisconsin
$442K +$445K +2,754 New
MIM
568
MTM Investment Management
South Carolina
$442K
AP
569
Anchyra Partners
Georgia
$440K +$442K +2,738 New
TG
570
TCW Group
California
$432K +$435K +2,691 New
APIM
571
Agate Pass Investment Management
Washington
$431K
CIM
572
Contravisory Investment Management
Massachusetts
$428K -$24.9K -154 -5%
PWS
573
Pursuit Wealth Strategies
North Carolina
$421K +$423K +2,620 New
BBHC
574
Brown Brothers Harriman & Co
New York
$419K +$207K +1,279 +96%
BCP
575
Blue Chip Partners
Michigan
$417K +$1.29K +8 +0.3%