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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
PCS
701
Personal CFO Solutions
New Jersey
$211K
FFP
702
FourThought Financial Partners
Florida
$210K
LIM
703
Letson Investment Management
Georgia
$210K
RIL
704
Rothschild Investment LLC
Illinois
$209K
AW
705
Apricus Wealth
South Carolina
$207K
IAA
706
Independent Advisor Alliance
North Carolina
$206K
SG
707
StoneX Group
New York
$204K
CW
708
CrossGen Wealth
North Carolina
$204K
RWM
709
RBA Wealth Management
California
$201K
JCM
710
Janney Capital Management
Pennsylvania
$201K
CT
711
Caldwell Trust
Florida
$200K
PUI
712
Purpose Unlimited Inc
$193K
AF
713
Allworth Financial
California
$182K
GRP
714
Global Retirement Partners
California
$180K
BGAI
715
Bruce G. Allen Investments
Colorado
$172K
OIAM
716
OFI Invest Asset Management
France
$168K
AssetMark Inc
717
AssetMark Inc
California
$166K
UB
718
UMB Bank
Missouri
$163K
PCM
719
Penserra Capital Management
California
$159K
KTC
720
Kentucky Trust Company
Kentucky
$157K
CT
721
Colonial Trust
South Carolina
$151K
PPC
722
Park Place Capital
Alabama
$147K
Federated Hermes
723
Federated Hermes
Pennsylvania
$125K
MPWT
724
MassMutual Private Wealth & Trust
Connecticut
$120K
LS
725
Livforsakringsbolaget Skandia
Sweden
$118K