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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
SSG
776
Summit Securities Group
New York
$42.1K -$82K -508 -66%
MFT
777
Moisand Fitzgerald Tamayo
Florida
$41.4K -$5.01K -31 -11%
DE
778
DV Equities
Illinois
$39.7K +$39.9K +247 New
PGAM
779
Princeton Global Asset Management
New Jersey
$39.3K
CPBTD
780
Central Pacific Bank - Trust Division
Hawaii
$38.5K +$4.2K +26 +12%
HHCP
781
Hilton Head Capital Partners
South Carolina
$35.3K +$35.5K +220 New
EP
782
Essential Partners
California
$35K +$7.59K +47 +27%
HIA
783
Harbor Investment Advisory
Maryland
$33.7K +$27.8K +172 +453%
WT
784
Whittier Trust
California
$33.6K
TSMHT
785
Thurston Springer Miller Herd & Titak
Indiana
$32K +$32.1K +199 New
DMBA
786
Deseret Mutual Benefit Administrators
Utah
$30.8K
QC
787
Quent Capital
New York
$29.2K -$1.13K -7 -4%
VNA
788
Valley National Advisers
Pennsylvania
$29K +$1.13K +7 +4%
TPCW
789
TD Private Client Wealth
New York
$28.7K -$24.7K -153 -46%
RAM
790
Reflection Asset Management
South Carolina
$28.1K +$28.3K +175 New
CFD
791
Creative Financial Designs
Indiana
$26.5K
RF
792
Rossby Financial
Florida
$26.5K +$2.42K +15 +10%
JFGIW
793
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.2K -$969 -6 -4%
WIM
794
Westside Investment Management
California
$25.2K +$1.29K +8 +5%
MA
795
MCF Advisors
Kentucky
$23.9K +$24.1K +149 New
BIA
796
Bell Investment Advisors
California
$23.1K
WTC
797
WhitTier Trust Company
Nevada
$22.3K
GKIM
798
GW&K Investment Management
Massachusetts
$22K +$807 +5 +4%
B
799
Birchbrook
Maine
$21K
FFO
800
Fortitude Family Office
Arizona
$20.6K +$161 +1 +0.8%