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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
HPC
751
HM Payson & Co
Maine
$76.3K
RMC
752
Resources Management Corp
Connecticut
$73K
TM
753
Torren Management
California
$72.4K
PTC
754
Private Trust Company
Ohio
$66.8K
SIM
755
Sentry Investment Management
Wisconsin
$65K
BOTPPF
756
Board of the Pension Protection Fund
United Kingdom
$64.2K
TC
757
Trust Company
Kansas
$60.9K
TCM
758
TD Capital Management
Tennessee
$60.6K
JWA
759
JFS Wealth Advisors
Pennsylvania
$59.9K
DCM
760
Dorato Capital Management
Colorado
$58.9K
LWANC
761
Laurel Wealth Advisors (North Carolina)
North Carolina
$58.4K
AF
762
Alerus Financial
North Dakota
$58.3K
CPG
763
Cornerstone Planning Group
New Jersey
$55.1K
RFP
764
Root Financial Partners
California
$52.7K
SC
765
Steph & Co
Wisconsin
$52.2K
BC
766
Bayforest Capital
United Kingdom
$49.9K
DT
767
DV Trading
Illinois
$49.8K
OA
768
Operose Advisors
Wisconsin
$48.2K
TH
769
TCTC Holdings
Texas
$46.1K
EBA
770
Eagle Bay Advisors
New York
$44.3K
CT
771
Clearstead Trust
Maine
$44.2K
TFIPS
772
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.4K
SL
773
Salomon & Ludwin
Virginia
$42.2K
SSG
774
Summit Securities Group
New York
$42.1K
MFT
775
Moisand Fitzgerald Tamayo
Florida
$41.4K