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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
PVI
626
Pine Valley Investments
New Jersey
$299K
DAS
627
Dynamic Advisor Solutions
Arizona
$299K
CI
628
Cigna Investments
Connecticut
$297K
SAA
629
Southeast Asset Advisors
Georgia
$296K
PA
630
Profund Advisors
Maryland
$295K
AGWCA
631
Annis Gardner Whiting Capital Advisors
Florida
$294K
IC
632
Inscription Capital
Texas
$293K
C
633
Certuity
Florida
$291K
NCM
634
Novare Capital Management
North Carolina
$291K
FBT
635
First Bank & Trust
South Dakota
$291K
OAM
636
Ostrum Asset Management
France
$289K
NAS
637
Nicolet Advisory Services
Wisconsin
$288K
CTC
638
Central Trust Company
Missouri
$288K
GLA
639
Great Lakes Advisors
Illinois
$282K
PA
640
Parallel Advisors
California
$282K
AI
641
Accredited Investors
Minnesota
$282K
BAM
642
Berkshire Asset Management
Pennsylvania
$278K
FFA
643
Farther Finance Advisors
California
$277K
PCM
644
Prelude Capital Management
New York
$276K
MM
645
MQS Management
New York
$276K
CBT
646
Central Bank & Trust
Kentucky
$271K
Brown Advisory
647
Brown Advisory
Maryland
$271K
PA
648
PharVision Advisers
Florida
$267K
EI
649
EDMP Inc
Florida
$267K
PAG
650
Private Advisor Group
New Jersey
$265K