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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
SF
626
Sun Financial
Utah
$320K
LSA
627
Leonteq Securities AG
Switzerland
$320K
GAM
628
Groupama Asset Management
France
$319K
VFA
629
Valeo Financial Advisors
Indiana
$317K
PFPG
630
Pinnacle Financial Partners (Georgia)
Georgia
$315K
Koshinski Asset Management
631
Koshinski Asset Management
Illinois
$312K
OPF
632
Old Peak Finance
North Carolina
$311K
BHCM
633
Brevan Howard Capital Management
Jersey
$303K
PVI
634
Pine Valley Investments
New Jersey
$299K
DAS
635
Dynamic Advisor Solutions
Arizona
$299K
CI
636
Cigna Investments
Connecticut
$297K
SAA
637
Southeast Asset Advisors
Georgia
$296K
PA
638
Profund Advisors
Maryland
$295K
AGWCA
639
Annis Gardner Whiting Capital Advisors
Florida
$294K
IC
640
Inscription Capital
Texas
$293K
C
641
Certuity
Florida
$291K
NCM
642
Novare Capital Management
North Carolina
$291K
FBT
643
First Bank & Trust
South Dakota
$291K
OAM
644
Ostrum Asset Management
France
$289K
NAS
645
Nicolet Advisory Services
Wisconsin
$288K
CTC
646
Central Trust Company
Missouri
$288K
GLA
647
Great Lakes Advisors
Illinois
$282K
PA
648
Parallel Advisors
California
$282K
AI
649
Accredited Investors
Minnesota
$282K
BAM
650
Berkshire Asset Management
Pennsylvania
$278K