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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
ETC
701
Exchange Traded Concepts
Oklahoma
$213K
CM
702
Capula Management
Cayman Islands
$213K
AWM
703
Angeles Wealth Management
California
$213K
SOW
704
State of Wyoming
Wyoming
$212K
PCS
705
Personal CFO Solutions
New Jersey
$211K
FFP
706
FourThought Financial Partners
Florida
$210K
LIM
707
Letson Investment Management
Georgia
$210K
RIL
708
Rothschild Investment LLC
Illinois
$209K
AW
709
Apricus Wealth
South Carolina
$207K
IAA
710
Independent Advisor Alliance
North Carolina
$206K
SG
711
StoneX Group
New York
$204K
CW
712
CrossGen Wealth
North Carolina
$204K
RWM
713
RBA Wealth Management
California
$201K
JCM
714
Janney Capital Management
Pennsylvania
$201K
CT
715
Caldwell Trust
Florida
$200K
PUI
716
Purpose Unlimited Inc
$193K
AF
717
Allworth Financial
California
$182K
GRP
718
Global Retirement Partners
California
$180K
BGAI
719
Bruce G. Allen Investments
Colorado
$172K
OIAM
720
OFI Invest Asset Management
France
$168K
AssetMark Inc
721
AssetMark Inc
California
$166K
UB
722
UMB Bank
Missouri
$163K
PCM
723
Penserra Capital Management
California
$159K
KTC
724
Kentucky Trust Company
Kentucky
$157K
CT
725
Colonial Trust
South Carolina
$151K