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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
WT
776
Whittier Trust
California
$33.6K
TSMHT
777
Thurston Springer Miller Herd & Titak
Indiana
$32K
DMBA
778
Deseret Mutual Benefit Administrators
Utah
$30.8K
QC
779
Quent Capital
New York
$29.2K
VNA
780
Valley National Advisers
Pennsylvania
$29K
TPCW
781
TD Private Client Wealth
New York
$28.7K
RAM
782
Reflection Asset Management
South Carolina
$28.1K
CFD
783
Creative Financial Designs
Indiana
$26.5K
RF
784
Rossby Financial
Florida
$26.5K
JFGIW
785
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.2K
WIM
786
Westside Investment Management
California
$25.2K
MA
787
MCF Advisors
Kentucky
$23.9K
BIA
788
Bell Investment Advisors
California
$23.1K
WTC
789
WhitTier Trust Company
Nevada
$22.3K
GKIM
790
GW&K Investment Management
Massachusetts
$22K
B
791
Birchbrook
Maine
$21K
FFO
792
Fortitude Family Office
Arizona
$20.6K
NS
793
NBC Securities
Alabama
$20.3K
HI
794
Harbour Investments
Wisconsin
$19.8K
SAG
795
SageView Advisory Group
California
$19.6K
AWM
796
Activest Wealth Management
Florida
$19.3K
ST
797
Smithfield Trust
Pennsylvania
$19K
FMII
798
Farmers & Merchants Investments Inc
Nebraska
$18.8K
JWM
799
Jessup Wealth Management
Ohio
$18.8K
QL
800
Quarry LP
New York
$18.1K