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Raymond James Financial

933 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 321 increasing their positions, 323 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $48.5M

79% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 75

5% more funds holding

Funds holding: 890933 (+43)

2.18% more ownership

Funds ownership: 75.7%77.89% (+2.2%)

1% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 323

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
933
Holders Change
+43
Holders Change %
+4.83%
% of All Funds
11.35%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.1%
New
134
Increased
321
Reduced
323
Closed
75
Calls
$96.9M
Puts
$48.5M
Net Calls
+$48.4M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
701
Sovereign Financial Group
Connecticut
$215K -$2.42K -15 -1%
ETC
702
Exchange Traded Concepts
Oklahoma
$213K -$141K -872 -40%
CM
703
Capula Management
Cayman Islands
$213K +$42.8K +265 +25%
AWM
704
Angeles Wealth Management
California
$213K +$3.39K +21 +2%
SOW
705
State of Wyoming
Wyoming
$212K +$213K +1,320 New
PCS
706
Personal CFO Solutions
New Jersey
$211K -$323 -2 -0.2%
FFP
707
FourThought Financial Partners
Florida
$210K +$211K +1,306 New
LIM
708
Letson Investment Management
Georgia
$210K
RIL
709
Rothschild Investment LLC
Illinois
$209K +$127K +788 +153%
AW
710
Apricus Wealth
South Carolina
$207K
IAA
711
Independent Advisor Alliance
North Carolina
$206K +$207K +1,283 New
SG
712
StoneX Group
New York
$204K +$206K +1,273 New
CW
713
CrossGen Wealth
North Carolina
$204K +$205K +1,268 New
RWM
714
RBA Wealth Management
California
$201K -$32.6K -202 -14%
JCM
715
Janney Capital Management
Pennsylvania
$201K
CT
716
Caldwell Trust
Florida
$200K
PUI
717
Purpose Unlimited Inc
$193K +$194K +1,200 New
AF
718
Allworth Financial
California
$182K +$25.2K +156 +16%
GRP
719
Global Retirement Partners
California
$180K +$73.6K +456 +68%
BGAI
720
Bruce G. Allen Investments
Colorado
$172K -$5.33K -33 -3%
OIAM
721
OFI Invest Asset Management
France
$168K +$60.6K +375 +44%
AssetMark Inc
722
AssetMark Inc
California
$166K +$13.2K +82 +9%
UB
723
UMB Bank
Missouri
$163K +$2.42K +15 +1%
PCM
724
Penserra Capital Management
California
$159K -$5.97K -37 -4%
KTC
725
Kentucky Trust Company
Kentucky
$157K