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Raymond James Financial

933 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 321 increasing their positions, 323 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $48.5M

79% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 75

5% more funds holding

Funds holding: 890933 (+43)

2.18% more ownership

Funds ownership: 75.7%77.89% (+2.2%)

1% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 323

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
933
Holders Change
+43
Holders Change %
+4.83%
% of All Funds
11.35%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.1%
New
134
Increased
321
Reduced
323
Closed
75
Calls
$96.9M
Puts
$48.5M
Net Calls
+$48.4M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
651
Berkshire Asset Management
Pennsylvania
$278K +$646 +4 +0.2%
FFA
652
Farther Finance Advisors
California
$277K +$70.7K +438 +34%
PCM
653
Prelude Capital Management
New York
$276K +$278K +1,720 New
MM
654
MQS Management
New York
$276K +$278K +1,719 New
CBT
655
Central Bank & Trust
Kentucky
$271K
Brown Advisory
656
Brown Advisory
Maryland
$271K -$16.5K -102 -6%
PA
657
PharVision Advisers
Florida
$267K +$269K +1,664 New
EI
658
EDMP Inc
Florida
$267K
PAG
659
Private Advisor Group
New Jersey
$265K -$26.8K -166 -9%
KBFS
660
Kohmann Bosshard Financial Services
Ohio
$263K
AGP
661
Aspire Growth Partners
Florida
$261K +$807 +5 +0.3%
AIP
662
Ameritas Investment Partners
Nebraska
$260K
CPIG
663
Chicago Partners Investment Group
Illinois
$259K +$248K +1,534 New
SPWM
664
Smith Partners Wealth Management
North Carolina
$257K +$258K +1,600 New
KF
665
Krilogy Financial
Missouri
$256K +$244K +1,511 New
CA
666
Carson Advisory
Georgia
$255K
FPH
667
Financial Planning Hawaii
Hawaii
$255K +$256K +1,585 New
Lazard Asset Management
668
Lazard Asset Management
New York
$254K +$255K +1,582 New
AFG
669
Atomi Financial Group
New York
$253K -$9.85K -61 -4%
TNB
670
Thomasville National Bank
Georgia
$253K -$38.8K -240 -13%
JSW
671
Journey Strategic Wealth
New Jersey
$252K +$30.4K +188 +14%
SWA
672
Stratos Wealth Advisors
Ohio
$252K -$7.27K -45 -3%
EIA
673
Eldridge Investment Advisors
New Hampshire
$251K
SEM
674
Suncoast Equity Management
Florida
$245K
BRWA
675
B. Riley Wealth Advisors
Florida
$244K -$65.2K -404 -21%