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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
EWM
576
Empirical Wealth Management
Washington
$416K +$419K +2,593 New
CCA
577
Catalyst Capital Advisors
New York
$411K
CA
578
Calton & Associates
Florida
$411K
PWP
579
Phillips Wealth Planners
Mississippi
$410K +$2.42K +15 +0.6%
PFS
580
Prospera Financial Services
Texas
$410K +$47.1K +292 +13%
KPWS
581
Kestra Private Wealth Services
Texas
$410K -$35.4K -219 -8%
CWG
582
Cornerstone Wealth Group
North Carolina
$409K +$7.27K +45 +2%
GS
583
GTS Securities
New York
$408K +$410K +2,540 New
DRS
584
Deane Retirement Strategies
Louisiana
$403K
WBC
585
Westpac Banking Corp
Australia
$398K +$28.6K +177 +8%
ECM
586
Evergreen Capital Management
Washington
$396K +$130K +804 +48%
TC
587
Tannin Capital
North Carolina
$392K +$394K +2,443 New
EAM
588
Erste Asset Management
Austria
$392K +$386K +2,389 New
AWM
589
Axxcess Wealth Management
California
$391K +$393K +2,434 New
DWM
590
Darwin Wealth Management
Florida
$391K +$807 +5 +0.2%
EFS
591
Essex Financial Services
Connecticut
$390K -$22.3K -138 -5%
EWM
592
Evercore Wealth Management
New York
$390K
MQWP
593
Morey & Quinn Wealth Partners
Nebraska
$390K +$1.29K +8 +0.3%
DWM
594
Drive Wealth Management
Utah
$388K +$2.1K +13 +0.5%
SIC
595
Salem Investment Counselors
North Carolina
$388K
CFM
596
Catalyst Funds Management
Australia
$385K -$129K -800 -25%
SIC
597
Samalin Investment Counsel
New York
$385K -$20K -124 -5%
MAS
598
Meeder Advisory Services
Ohio
$385K +$53K +328 +16%
Vontobel Holding
599
Vontobel Holding
Switzerland
$385K -$27K -167 -7%
First Eagle Investment Management
600
First Eagle Investment Management
New York
$380K +$3.88K +24 +1%