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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
AA
676
Advisory Alpha
Michigan
$244K +$21.2K +131 +9%
FPAS
677
Focus Partners Advisor Solutions
Missouri
$242K +$243K +1,507 New
DWT
678
Dorsey & Whitney Trust
South Dakota
$242K -$1.94K -12 -0.8%
PS
679
Principal Securities
Iowa
$242K -$28.1K -174 -10%
KCP
680
Kera Capital Partners
California
$241K +$235K +1,453 New
CWM
681
Circle Wealth Management
New Jersey
$240K +$2.42K +15 +1%
MWM
682
Maridea Wealth Management
New York
$239K +$241K +1,490 New
ASN
683
Advisory Services Network
Georgia
$237K +$20K +124 +9%
KA
684
Kooman & Associates
Pennsylvania
$233K
IA
685
IFP Advisors
Florida
$231K -$15.8K -98 -6%
IFG
686
Independent Financial Group
California
$229K -$1.45K -9 -0.6%
MIM
687
Moseley Investment Management
Florida
$229K
MMA
688
Miracle Mile Advisors
California
$229K +$22.8K +141 +11%
HAG
689
HighPoint Advisor Group
Illinois
$227K -$11.3K -70 -5%
SCA
690
Snowden Capital Advisors
New York
$226K -$1.45K -9 -0.6%
PWM
691
Perigon Wealth Management
California
$225K -$12.4K -77 -5%
TIAA Trust, National Association
692
TIAA Trust, National Association
North Carolina
$225K +$227K +1,403 New
Cohen & Steers
693
Cohen & Steers
New York
$225K
MSWMA
694
Market Street Wealth Management Advisors
Indiana
$225K +$1.61K +10 +0.7%
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$220K -$969 -6 -0.4%
SWA
696
Sax Wealth Advisors
New Jersey
$220K +$2.1K +13 +1%
OHWP
697
Oak Harbor Wealth Partners
North Carolina
$219K -$5.49K -34 -2%
ACM
698
Aster Capital Management
United Arab Emirates
$218K -$1.74M -10,793 -89%
WCM
699
Winebrenner Capital Management
Kentucky
$217K -$26.6K -165 -11%
EWA
700
EverSource Wealth Advisors
Alabama
$215K +$6.3K +39 +3%