RJF icon

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
CFD
776
Creative Financial Designs
Indiana
$26.5K
RF
777
Rossby Financial
Florida
$26.5K
JFGIW
778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.2K
WIM
779
Westside Investment Management
California
$25.2K
MA
780
MCF Advisors
Kentucky
$23.9K
CIAM
781
Caitong International Asset Management
Hong Kong
$23.8K
BIA
782
Bell Investment Advisors
California
$23.1K
WTC
783
WhitTier Trust Company
Nevada
$22.3K
GKIM
784
GW&K Investment Management
Massachusetts
$22K
B
785
Birchbrook
Maine
$21K
FFO
786
Fortitude Family Office
Arizona
$20.6K
NS
787
NBC Securities
Alabama
$20.3K
HI
788
Harbour Investments
Wisconsin
$19.8K
SAG
789
SageView Advisory Group
California
$19.6K
AWM
790
Activest Wealth Management
Florida
$19.3K
ST
791
Smithfield Trust
Pennsylvania
$19K
FMII
792
Farmers & Merchants Investments Inc
Nebraska
$18.8K
JWM
793
Jessup Wealth Management
Ohio
$18.8K
QL
794
Quarry LP
New York
$18.1K
PWMG
795
Prestige Wealth Management Group
New Jersey
$17.8K
MCM
796
MV Capital Management
Maryland
$17.3K
OC
797
Oakworth Capital
Alabama
$16.4K
EW
798
Elyxium Wealth
California
$16.1K
RBI
799
Raiffeisen Bank International
Austria
$15.8K
GEA
800
Glen Eagle Advisors
New Jersey
$13.8K