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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
CCA
576
Catalyst Capital Advisors
New York
$411K
CA
577
Calton & Associates
Florida
$411K
PWP
578
Phillips Wealth Planners
Mississippi
$410K
PFS
579
Prospera Financial Services
Texas
$410K
KPWS
580
Kestra Private Wealth Services
Texas
$410K
CWG
581
Cornerstone Wealth Group
North Carolina
$409K
GS
582
GTS Securities
New York
$408K
DRS
583
Deane Retirement Strategies
Louisiana
$403K
WBC
584
Westpac Banking Corp
Australia
$398K
ECM
585
Evergreen Capital Management
Washington
$396K
TC
586
Tannin Capital
North Carolina
$392K
EAM
587
Erste Asset Management
Austria
$392K
AWM
588
Axxcess Wealth Management
California
$391K
DWM
589
Darwin Wealth Management
Florida
$391K
EFS
590
Essex Financial Services
Connecticut
$390K
EWM
591
Evercore Wealth Management
New York
$390K
MQWP
592
Morey & Quinn Wealth Partners
Nebraska
$390K
DWM
593
Drive Wealth Management
Utah
$388K
SIC
594
Salem Investment Counselors
North Carolina
$388K
CFM
595
Catalyst Funds Management
Australia
$385K
SIC
596
Samalin Investment Counsel
New York
$385K
MAS
597
Meeder Advisory Services
Ohio
$385K
Vontobel Holding
598
Vontobel Holding
Switzerland
$385K
First Eagle Investment Management
599
First Eagle Investment Management
New York
$380K
CCA
600
Checchi Capital Advisers
California
$375K