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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
CCA
601
Checchi Capital Advisers
California
$375K +$3.39K +21 +0.9%
CCA
602
Cadent Capital Advisors
Oklahoma
$373K -$826K -5,114 -69%
SP
603
Stonebrook Private
Michigan
$368K -$11.3K -70 -3%
CG
604
Clarus Group
Texas
$365K
SC
605
Searle & Co
Connecticut
$363K
BMCM
606
Bryn Mawr Capital Management
Pennsylvania
$353K +$125K +777 +55%
AIA
607
Arbor Investment Advisors
North Carolina
$350K
PWG
608
Portside Wealth Group
Utah
$349K -$22.4K -139 -6%
CAM
609
Cresset Asset Management
Illinois
$348K -$36.2K -224 -9%
CWS
610
Confluence Wealth Services
Pennsylvania
$347K +$15.2K +94 +5%
FUBT
611
First United Bank & Trust
Maryland
$342K +$49.3K +305 +17%
TCP
612
TMB Capital Partners
Arkansas
$342K +$343K +2,127 New
HAS
613
Horizon Advisory Services
New York
$336K -$24.7K -153 -7%
ECM
614
Everence Capital Management
Indiana
$334K
RWP
615
Revolve Wealth Partners
New Jersey
$332K -$1.29K -8 -0.4%
TCBWMS
616
Texas Capital Bank Wealth Management Services
Texas
$330K +$332K +2,058 New
MG
617
Mather Group
Illinois
$330K +$18.7K +116 +6%
JRPIM
618
Journey Retirement Planning & Investment Management
Idaho
$330K +$331K +2,052 New
CI
619
CX Institutional
Indiana
$329K +$18.4K +114 +6%
EWA
620
EP Wealth Advisors
California
$328K +$330K +2,045 New
TAM
621
Trust Asset Management
Texas
$328K -$12.8K -79 -4%
FHA
622
Flagship Harbor Advisors
Massachusetts
$324K -$37.1K -230 -10%
ACM
623
Allred Capital Management
Texas
$324K +$2.1K +13 +0.6%
SWP
624
Sagespring Wealth Partners
Tennessee
$324K -$82K -508 -20%
PWP
625
Principle Wealth Partners
Connecticut
$322K