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Raymond James Financial

923 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 319 increasing their positions, 320 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: 319 | Existing positions reduced: 320

6% less capital invested

Capital invested by funds: $26B → $24.6B (-$1.46B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
923
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
SC
601
Searle & Co
Connecticut
$363K
BMCM
602
Bryn Mawr Capital Management
Pennsylvania
$353K
AIA
603
Arbor Investment Advisors
North Carolina
$350K
PWG
604
Portside Wealth Group
Utah
$349K
CAM
605
Cresset Asset Management
Illinois
$348K
CWS
606
Confluence Wealth Services
Pennsylvania
$347K
FUBT
607
First United Bank & Trust
Maryland
$342K
TCP
608
TMB Capital Partners
Arkansas
$342K
HAS
609
Horizon Advisory Services
New York
$336K
ECM
610
Everence Capital Management
Indiana
$334K
RWP
611
Revolve Wealth Partners
New Jersey
$332K
TCBWMS
612
Texas Capital Bank Wealth Management Services
Texas
$330K
MG
613
Mather Group
Illinois
$330K
CI
614
CX Institutional
Indiana
$329K
EWA
615
EP Wealth Advisors
California
$328K
TAM
616
Trust Asset Management
Texas
$328K
FHA
617
Flagship Harbor Advisors
Massachusetts
$324K
ACM
618
Allred Capital Management
Texas
$324K
SWP
619
Sagespring Wealth Partners
Tennessee
$324K
PWP
620
Principle Wealth Partners
Connecticut
$322K
Cambridge Investment Research Advisors
621
Cambridge Investment Research Advisors
Iowa
$321K
SF
622
Sun Financial
Utah
$320K
LSA
623
Leonteq Securities AG
Switzerland
$320K
GAM
624
Groupama Asset Management
France
$319K
VFA
625
Valeo Financial Advisors
Indiana
$317K