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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
IAA
701
Independent Advisor Alliance
North Carolina
$206K
SG
702
StoneX Group
New York
$204K
CW
703
CrossGen Wealth
North Carolina
$204K
RWM
704
RBA Wealth Management
California
$201K
JCM
705
Janney Capital Management
Pennsylvania
$201K
CT
706
Caldwell Trust
Florida
$200K
AF
707
Allworth Financial
California
$182K
GRP
708
Global Retirement Partners
California
$180K
BGAI
709
Bruce G. Allen Investments
Colorado
$172K
OIAM
710
OFI Invest Asset Management
France
$168K
AssetMark Inc
711
AssetMark Inc
California
$166K
UB
712
UMB Bank
Missouri
$163K
PCM
713
Penserra Capital Management
California
$159K
KTC
714
Kentucky Trust Company
Kentucky
$157K
CT
715
Colonial Trust
South Carolina
$151K
PPC
716
Park Place Capital
Alabama
$147K
Federated Hermes
717
Federated Hermes
Pennsylvania
$125K
MPWT
718
MassMutual Private Wealth & Trust
Connecticut
$120K
LS
719
Livforsakringsbolaget Skandia
Sweden
$118K
PFBT
720
Parkside Financial Bank & Trust
Missouri
$116K
AA
721
Addison Advisors
Vermont
$116K
DIP
722
DT Investment Partners
Pennsylvania
$115K
LFG
723
Larson Financial Group
Missouri
$114K
FHC
724
First Horizon Corporation
Tennessee
$107K
AAP
725
Arax Advisory Partners
Colorado
$107K