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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
Brown Advisory
651
Brown Advisory
Maryland
$271K
PA
652
PharVision Advisers
Florida
$267K
EI
653
EDMP Inc
Florida
$267K
PAG
654
Private Advisor Group
New Jersey
$265K
KBFS
655
Kohmann Bosshard Financial Services
Ohio
$263K
AGP
656
Aspire Growth Partners
Florida
$261K
AIP
657
Ameritas Investment Partners
Nebraska
$260K
CPIG
658
Chicago Partners Investment Group
Illinois
$259K
SPWM
659
Smith Partners Wealth Management
North Carolina
$257K
KF
660
Krilogy Financial
Missouri
$256K
CA
661
Carson Advisory
Georgia
$255K
FPH
662
Financial Planning Hawaii
Hawaii
$255K
Lazard Asset Management
663
Lazard Asset Management
New York
$254K
AFG
664
Atomi Financial Group
New York
$253K
TNB
665
Thomasville National Bank
Georgia
$253K
JSW
666
Journey Strategic Wealth
New Jersey
$252K
SWA
667
Stratos Wealth Advisors
Ohio
$252K
EIA
668
Eldridge Investment Advisors
New Hampshire
$251K
SEM
669
Suncoast Equity Management
Florida
$245K
BRWA
670
B. Riley Wealth Advisors
Florida
$244K
AA
671
Advisory Alpha
Michigan
$244K
FPAS
672
Focus Partners Advisor Solutions
Missouri
$242K
DWT
673
Dorsey & Whitney Trust
South Dakota
$242K
PS
674
Principal Securities
Iowa
$242K
MHC
675
May Hill Capital
Massachusetts
$241K