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Raymond James Financial

916 hedge funds and large institutions have $24.4B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 317 increasing their positions, 318 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: 317 | Existing positions reduced: 318

6% less capital invested

Capital invested by funds: $26B → $24.4B (-$1.65B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
916
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
GT
551
Greenleaf Trust
Michigan
$477K
OC
552
Oppenheimer & Co
New York
$477K
GLR
553
Great Lakes Retirement
Ohio
$476K
HI
554
Horizon Investments
North Carolina
$472K
SDAM
555
Shulman DeMeo Asset Management
New York
$470K
William Blair & Company
556
William Blair & Company
Illinois
$464K
CFO
557
Collective Family Office
Pennsylvania
$464K
LWAM
558
Legacy Wealth Asset Management
Minnesota
$447K
BP
559
Ballentine Partners
Massachusetts
$442K
FWA
560
FORM Wealth Advisors
Wisconsin
$442K
MIM
561
MTM Investment Management
South Carolina
$442K
AP
562
Anchyra Partners
Georgia
$440K
TG
563
TCW Group
California
$432K
APIM
564
Agate Pass Investment Management
Washington
$431K
CIM
565
Contravisory Investment Management
Massachusetts
$428K
BBHC
566
Brown Brothers Harriman & Co
New York
$419K
BCP
567
Blue Chip Partners
Michigan
$417K
EWM
568
Empirical Wealth Management
Washington
$416K
CCA
569
Catalyst Capital Advisors
New York
$411K
CA
570
Calton & Associates
Florida
$411K
PWP
571
Phillips Wealth Planners
Mississippi
$410K
PFS
572
Prospera Financial Services
Texas
$410K
KPWS
573
Kestra Private Wealth Services
Texas
$410K
CWG
574
Cornerstone Wealth Group
North Carolina
$409K
GS
575
GTS Securities
New York
$408K