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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
AIC
551
Argus Investors Counsel
New York
$484K
NW
552
NewEdge Wealth
Pennsylvania
$479K
LFAS
553
Level Four Advisory Services
Texas
$478K
CG
554
Cynosure Group
Utah
$477K
GT
555
Greenleaf Trust
Michigan
$477K
OC
556
Oppenheimer & Co
New York
$477K
GLR
557
Great Lakes Retirement
Ohio
$476K
HI
558
Horizon Investments
North Carolina
$472K
SDAM
559
Shulman DeMeo Asset Management
New York
$470K
William Blair & Company
560
William Blair & Company
Illinois
$464K
CFO
561
Collective Family Office
Pennsylvania
$464K
LWAM
562
Legacy Wealth Asset Management
Minnesota
$447K
BP
563
Ballentine Partners
Massachusetts
$442K
FWA
564
FORM Wealth Advisors
Wisconsin
$442K
MIM
565
MTM Investment Management
South Carolina
$442K
AP
566
Anchyra Partners
Georgia
$440K
TG
567
TCW Group
California
$432K
APIM
568
Agate Pass Investment Management
Washington
$431K
CIM
569
Contravisory Investment Management
Massachusetts
$428K
BBHC
570
Brown Brothers Harriman & Co
New York
$419K
BCP
571
Blue Chip Partners
Michigan
$417K
EWM
572
Empirical Wealth Management
Washington
$416K
CCA
573
Catalyst Capital Advisors
New York
$411K
CA
574
Calton & Associates
Florida
$411K
PWP
575
Phillips Wealth Planners
Mississippi
$410K