We are live on ! Find out more
RJF icon

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
SS
751
Sunbelt Securities
Texas
$76.7K +$323 +2 +0.4%
HPC
752
HM Payson & Co
Maine
$76.3K -$12.1K -75 -14%
RMC
753
Resources Management Corp
Connecticut
$73K -$3.23K -20 -4%
TM
754
Torren Management
California
$72.4K +$72.8K +451 New
PTC
755
Private Trust Company
Ohio
$66.8K -$323 -2 -0.5%
SIM
756
Sentry Investment Management
Wisconsin
$65K
BOTPPF
757
Board of the Pension Protection Fund
United Kingdom
$64.2K -$1.28M -7,900 -95%
TC
758
Trust Company
Kansas
$60.9K
TCM
759
TD Capital Management
Tennessee
$60.6K +$161 +1 +0.3%
JWA
760
JFS Wealth Advisors
Pennsylvania
$59.9K +$11.8K +73 +24%
DCM
761
Dorato Capital Management
Colorado
$58.9K +$55.2K +342 New
LWANC
762
Laurel Wealth Advisors (North Carolina)
North Carolina
$58.4K +$58.8K +364 New
AF
763
Alerus Financial
North Dakota
$58.3K
CPG
764
Cornerstone Planning Group
New Jersey
$55.1K +$50.4K +312 +1,950%
RFP
765
Root Financial Partners
California
$52.7K +$6.3K +39 +13%
SC
766
Steph & Co
Wisconsin
$52.2K -$121K -747 -70%
BWA
767
Basecamp Wealth Advisors
Washington
$51K +$51.3K +318 New
BC
768
Bayforest Capital
United Kingdom
$49.9K -$91.1K -564 -64%
DT
769
DV Trading
Illinois
$49.8K +$50.1K +310 New
OA
770
Operose Advisors
Wisconsin
$48.2K
TH
771
TCTC Holdings
Texas
$46.1K
EBA
772
Eagle Bay Advisors
New York
$44.3K +$44.6K +276 New
CT
773
Clearstead Trust
Maine
$44.2K -$1.61K -10 -4%
TFIPS
774
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.4K
SL
775
Salomon & Ludwin
Virginia
$42.2K +$10.5K +65 +35%