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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
601
Cadent Capital Advisors
Oklahoma
$373K
SP
602
Stonebrook Private
Michigan
$368K
CG
603
Clarus Group
Texas
$365K
SC
604
Searle & Co
Connecticut
$363K
BMCM
605
Bryn Mawr Capital Management
Pennsylvania
$353K
AIA
606
Arbor Investment Advisors
North Carolina
$350K
PWG
607
Portside Wealth Group
Utah
$349K
CAM
608
Cresset Asset Management
Illinois
$348K
CWS
609
Confluence Wealth Services
Pennsylvania
$347K
FUBT
610
First United Bank & Trust
Maryland
$342K
TCP
611
TMB Capital Partners
Arkansas
$342K
HAS
612
Horizon Advisory Services
New York
$336K
ECM
613
Everence Capital Management
Indiana
$334K
RWP
614
Revolve Wealth Partners
New Jersey
$332K
TCBWMS
615
Texas Capital Bank Wealth Management Services
Texas
$330K
MG
616
Mather Group
Illinois
$330K
JRPIM
617
Journey Retirement Planning & Investment Management
Idaho
$330K
CI
618
CX Institutional
Indiana
$329K
EWA
619
EP Wealth Advisors
California
$328K
TAM
620
Trust Asset Management
Texas
$328K
FHA
621
Flagship Harbor Advisors
Massachusetts
$324K
ACM
622
Allred Capital Management
Texas
$324K
SWP
623
Sagespring Wealth Partners
Tennessee
$324K
PWP
624
Principle Wealth Partners
Connecticut
$322K
Cambridge Investment Research Advisors
625
Cambridge Investment Research Advisors
Iowa
$321K