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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
CT
726
Colonial Trust
South Carolina
$151K -$5.65K -35 -4%
PPC
727
Park Place Capital
Alabama
$147K -$5.01K -31 -3%
Federated Hermes
728
Federated Hermes
Pennsylvania
$125K +$2.58K +16 +2%
MPWT
729
MassMutual Private Wealth & Trust
Connecticut
$120K -$3.88K -24 -3%
LS
730
Livforsakringsbolaget Skandia
Sweden
$118K -$64.6K -400 -35%
PFBT
731
Parkside Financial Bank & Trust
Missouri
$116K +$3.55K +22 +3%
AA
732
Addison Advisors
Vermont
$116K +$646 +4 +0.6%
DIP
733
DT Investment Partners
Pennsylvania
$115K
LFG
734
Larson Financial Group
Missouri
$114K -$4.04K -25 -3%
WG
735
Wellington Group
Indiana
$112K +$112K +696 New
FHC
736
First Horizon Corporation
Tennessee
$107K
AAP
737
Arax Advisory Partners
Colorado
$107K -$750K -4,645 -87%
VCM
738
Versant Capital Management
Arizona
$103K +$9.85K +61 +11%
GF
739
GGM Financials
Ohio
$99.5K +$323 +2 +0.3%
DAM
740
Delta Asset Management
Tennessee
$96.4K
CFO
741
CVA Family Office
Colorado
$90.9K -$646 -4 -0.7%
TC
742
Truvestments Capital
Florida
$90.6K +$91.1K +564 New
CA
743
Clearstead Advisors
Ohio
$90.1K +$54.4K +337 +150%
OL
744
OneFund LLC
Florida
$86.4K +$4.2K +26 +5%
CAL
745
Capital Advisors Ltd
Ohio
$85K
FDCP
746
Foster Dykema Cabot & Partners
Massachusetts
$80.3K
SDIC
747
South Dakota Investment Council
South Dakota
$80K +$80.7K +500 New
ZBNA
748
Zions Bancorporation, National Association
Utah
$79.8K +$16.5K +102 +26%
CH
749
Cromwell Holdings
Wyoming
$79.7K
C
750
Covestor
United Kingdom
$78K +$3.71K +23 +5%