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Raymond James Financial

931 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 321 increasing their positions, 322 reducing their positions, and 75 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: 321 | Existing positions reduced: 322

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
931
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
FPAS
676
Focus Partners Advisor Solutions
Missouri
$242K
DWT
677
Dorsey & Whitney Trust
South Dakota
$242K
PS
678
Principal Securities
Iowa
$242K
KCP
679
Kera Capital Partners
California
$241K
CWM
680
Circle Wealth Management
New Jersey
$240K
MWM
681
Maridea Wealth Management
New York
$239K
ASN
682
Advisory Services Network
Georgia
$237K
KA
683
Kooman & Associates
Pennsylvania
$233K
IA
684
IFP Advisors
Florida
$231K
IFG
685
Independent Financial Group
California
$229K
MIM
686
Moseley Investment Management
Florida
$229K
MMA
687
Miracle Mile Advisors
California
$229K
HAG
688
HighPoint Advisor Group
Illinois
$227K
SCA
689
Snowden Capital Advisors
New York
$226K
PWM
690
Perigon Wealth Management
California
$225K
TIAA Trust, National Association
691
TIAA Trust, National Association
North Carolina
$225K
Cohen & Steers
692
Cohen & Steers
New York
$225K
MSWMA
693
Market Street Wealth Management Advisors
Indiana
$225K
PWPS
694
Pinnacle Wealth Planning Services
Ohio
$220K
SWA
695
Sax Wealth Advisors
New Jersey
$220K
OHWP
696
Oak Harbor Wealth Partners
North Carolina
$219K
ACM
697
Aster Capital Management
United Arab Emirates
$218K
WCM
698
Winebrenner Capital Management
Kentucky
$217K
EWA
699
EverSource Wealth Advisors
Alabama
$215K
SFG
700
Sovereign Financial Group
Connecticut
$215K