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Raymond James Financial

915 hedge funds and large institutions have $24.4B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 317 increasing their positions, 317 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% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 317

6% less capital invested

Capital invested by funds: $26B → $24.4B (-$1.65B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
915
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
AF
751
Alerus Financial
North Dakota
$58.3K
CPG
752
Cornerstone Planning Group
New Jersey
$55.1K
RFP
753
Root Financial Partners
California
$52.7K
SC
754
Steph & Co
Wisconsin
$52.2K
BC
755
Bayforest Capital
United Kingdom
$49.9K
DT
756
DV Trading
Illinois
$49.8K
OA
757
Operose Advisors
Wisconsin
$48.2K
TH
758
TCTC Holdings
Texas
$46.1K
EBA
759
Eagle Bay Advisors
New York
$44.3K
CT
760
Clearstead Trust
Maine
$44.2K
TFIPS
761
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.4K
SL
762
Salomon & Ludwin
Virginia
$42.2K
SSG
763
Summit Securities Group
New York
$42.1K
MFT
764
Moisand Fitzgerald Tamayo
Florida
$41.4K
DE
765
DV Equities
Illinois
$39.7K
PGAM
766
Princeton Global Asset Management
New Jersey
$39.3K
CPBTD
767
Central Pacific Bank - Trust Division
Hawaii
$38.5K
HHCP
768
Hilton Head Capital Partners
South Carolina
$35.3K
HIA
769
Harbor Investment Advisory
Maryland
$33.7K
WT
770
Whittier Trust
California
$33.6K
TSMHT
771
Thurston Springer Miller Herd & Titak
Indiana
$32K
DMBA
772
Deseret Mutual Benefit Administrators
Utah
$30.8K
QC
773
Quent Capital
New York
$29.2K
VNA
774
Valley National Advisers
Pennsylvania
$29K
TPCW
775
TD Private Client Wealth
New York
$28.7K