RJF icon

Raymond James Financial

916 hedge funds and large institutions have $24.4B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 317 increasing their positions, 318 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: 317 | Existing positions reduced: 318

6% less capital invested

Capital invested by funds: $26B → $24.4B (-$1.65B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
916
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
CAM
601
Cresset Asset Management
Illinois
$348K
CWS
602
Confluence Wealth Services
Pennsylvania
$347K
FUBT
603
First United Bank & Trust
Maryland
$342K
TCP
604
TMB Capital Partners
Arkansas
$342K
HAS
605
Horizon Advisory Services
New York
$336K
ECM
606
Everence Capital Management
Indiana
$334K
RWP
607
Revolve Wealth Partners
New Jersey
$332K
TCBWMS
608
Texas Capital Bank Wealth Management Services
Texas
$330K
MG
609
Mather Group
Illinois
$330K
CI
610
CX Institutional
Indiana
$329K
EWA
611
EP Wealth Advisors
California
$328K
TAM
612
Trust Asset Management
Texas
$328K
FHA
613
Flagship Harbor Advisors
Massachusetts
$324K
ACM
614
Allred Capital Management
Texas
$324K
SWP
615
Sagespring Wealth Partners
Tennessee
$324K
PWP
616
Principle Wealth Partners
Connecticut
$322K
Cambridge Investment Research Advisors
617
Cambridge Investment Research Advisors
Iowa
$321K
SF
618
Sun Financial
Utah
$320K
LSA
619
Leonteq Securities AG
Switzerland
$320K
GAM
620
Groupama Asset Management
France
$319K
VFA
621
Valeo Financial Advisors
Indiana
$317K
PFPG
622
Pinnacle Financial Partners (Georgia)
Georgia
$315K
Koshinski Asset Management
623
Koshinski Asset Management
Illinois
$312K
OPF
624
Old Peak Finance
North Carolina
$311K
BHCM
625
Brevan Howard Capital Management
Jersey
$303K