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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
KBFS
651
Kohmann Bosshard Financial Services
Ohio
$263K
AGP
652
Aspire Growth Partners
Florida
$261K
AIP
653
Ameritas Investment Partners
Nebraska
$260K
CPIG
654
Chicago Partners Investment Group
Illinois
$259K
SPWM
655
Smith Partners Wealth Management
North Carolina
$257K
KF
656
Krilogy Financial
Missouri
$256K
CA
657
Carson Advisory
Georgia
$255K
FPH
658
Financial Planning Hawaii
Hawaii
$255K
Lazard Asset Management
659
Lazard Asset Management
New York
$254K
AFG
660
Atomi Financial Group
New York
$253K
TNB
661
Thomasville National Bank
Georgia
$253K
JSW
662
Journey Strategic Wealth
New Jersey
$252K
SWA
663
Stratos Wealth Advisors
Ohio
$252K
EIA
664
Eldridge Investment Advisors
New Hampshire
$251K
SEM
665
Suncoast Equity Management
Florida
$245K
BRWA
666
B. Riley Wealth Advisors
Florida
$244K
AA
667
Advisory Alpha
Michigan
$244K
FPAS
668
Focus Partners Advisor Solutions
Missouri
$242K
DWT
669
Dorsey & Whitney Trust
South Dakota
$242K
PS
670
Principal Securities
Iowa
$242K
MHC
671
May Hill Capital
Massachusetts
$241K
KCP
672
Kera Capital Partners
California
$241K
CWM
673
Circle Wealth Management
New Jersey
$240K
MWM
674
Maridea Wealth Management
New York
$239K
ASN
675
Advisory Services Network
Georgia
$237K