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Raymond James Financial

915 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, 317 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% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 317

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
915
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
IA
676
IFP Advisors
Florida
$231K
MIM
677
Moseley Investment Management
Florida
$229K
MMA
678
Miracle Mile Advisors
California
$229K
HAG
679
HighPoint Advisor Group
Illinois
$227K
SCA
680
Snowden Capital Advisors
New York
$226K
PWM
681
Perigon Wealth Management
California
$225K
TIAA Trust, National Association
682
TIAA Trust, National Association
North Carolina
$225K
Cohen & Steers
683
Cohen & Steers
New York
$225K
MSWMA
684
Market Street Wealth Management Advisors
Indiana
$225K
PWPS
685
Pinnacle Wealth Planning Services
Ohio
$220K
SWA
686
Sax Wealth Advisors
New Jersey
$220K
OHWP
687
Oak Harbor Wealth Partners
North Carolina
$219K
ACM
688
Aster Capital Management
United Arab Emirates
$218K
WCM
689
Winebrenner Capital Management
Kentucky
$217K
EWA
690
EverSource Wealth Advisors
Alabama
$215K
SFG
691
Sovereign Financial Group
Connecticut
$215K
ETC
692
Exchange Traded Concepts
Oklahoma
$213K
CM
693
Capula Management
Cayman Islands
$213K
AWM
694
Angeles Wealth Management
California
$213K
SOW
695
State of Wyoming
Wyoming
$212K
PCS
696
Personal CFO Solutions
New Jersey
$211K
FFP
697
FourThought Financial Partners
Florida
$210K
LIM
698
Letson Investment Management
Georgia
$210K
RIL
699
Rothschild Investment LLC
Illinois
$209K
AW
700
Apricus Wealth
South Carolina
$207K