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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
KCP
676
Kera Capital Partners
California
$241K
CWM
677
Circle Wealth Management
New Jersey
$240K
MWM
678
Maridea Wealth Management
New York
$239K
ASN
679
Advisory Services Network
Georgia
$237K
KA
680
Kooman & Associates
Pennsylvania
$233K
IA
681
IFP Advisors
Florida
$231K
MIM
682
Moseley Investment Management
Florida
$229K
MMA
683
Miracle Mile Advisors
California
$229K
HAG
684
HighPoint Advisor Group
Illinois
$227K
SCA
685
Snowden Capital Advisors
New York
$226K
PWM
686
Perigon Wealth Management
California
$225K
TIAA Trust, National Association
687
TIAA Trust, National Association
North Carolina
$225K
Cohen & Steers
688
Cohen & Steers
New York
$225K
MSWMA
689
Market Street Wealth Management Advisors
Indiana
$225K
PWPS
690
Pinnacle Wealth Planning Services
Ohio
$220K
SWA
691
Sax Wealth Advisors
New Jersey
$220K
OHWP
692
Oak Harbor Wealth Partners
North Carolina
$219K
ACM
693
Aster Capital Management
United Arab Emirates
$218K
WCM
694
Winebrenner Capital Management
Kentucky
$217K
EWA
695
EverSource Wealth Advisors
Alabama
$215K
SFG
696
Sovereign Financial Group
Connecticut
$215K
ETC
697
Exchange Traded Concepts
Oklahoma
$213K
CM
698
Capula Management
Cayman Islands
$213K
AWM
699
Angeles Wealth Management
California
$213K
SOW
700
State of Wyoming
Wyoming
$212K