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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
BOTPPF
751
Board of the Pension Protection Fund
United Kingdom
$64.2K
TC
752
Trust Company
Kansas
$60.9K
TCM
753
TD Capital Management
Tennessee
$60.6K
JWA
754
JFS Wealth Advisors
Pennsylvania
$59.9K
DCM
755
Dorato Capital Management
Colorado
$58.9K
LWANC
756
Laurel Wealth Advisors (North Carolina)
North Carolina
$58.4K
AF
757
Alerus Financial
North Dakota
$58.3K
CPG
758
Cornerstone Planning Group
New Jersey
$55.1K
RFP
759
Root Financial Partners
California
$52.7K
SC
760
Steph & Co
Wisconsin
$52.2K
BC
761
Bayforest Capital
United Kingdom
$49.9K
DT
762
DV Trading
Illinois
$49.8K
OA
763
Operose Advisors
Wisconsin
$48.2K
TH
764
TCTC Holdings
Texas
$46.1K
EBA
765
Eagle Bay Advisors
New York
$44.3K
CT
766
Clearstead Trust
Maine
$44.2K
TFIPS
767
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.4K
SL
768
Salomon & Ludwin
Virginia
$42.2K
SSG
769
Summit Securities Group
New York
$42.1K
MFT
770
Moisand Fitzgerald Tamayo
Florida
$41.4K
DE
771
DV Equities
Illinois
$39.7K
PGAM
772
Princeton Global Asset Management
New Jersey
$39.3K
CPBTD
773
Central Pacific Bank - Trust Division
Hawaii
$38.5K
HHCP
774
Hilton Head Capital Partners
South Carolina
$35.3K
HIA
775
Harbor Investment Advisory
Maryland
$33.7K