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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
WA
801
WPG Advisers
Maryland
$13.5K
DSC
802
Duncker Streett & Co
Missouri
$13.2K
RDFA
803
Ritter Daniher Financial Advisory
Ohio
$13K
SC
804
SouthState Corp
Florida
$13K
MCM
805
Manchester Capital Management
Vermont
$12.5K
GSWM
806
Golden State Wealth Management
California
$12K
SC
807
Solstein Capital
California
$11.9K
CCMI
808
Creative Capital Management Investments
California
$11.9K
SS
809
SBI Securities
Japan
$11.7K
CIAS
810
CBIZ Investment Advisory Services
Ohio
$11.1K
SR
811
Swiss Re
Switzerland
$10.6K
PCFFS
812
Pacific Center for Financial Services
California
$10K
KFI
813
Key Financial Inc
Pennsylvania
$9.96K
PWMG
814
Private Wealth Management Group
New Jersey
$9.96K
AIM
815
Anchor Investment Management
South Carolina
$9.8K
AG
816
AmeriFlex Group
Nevada
$9.63K
WTA
817
Washington Trust Advisors
Massachusetts
$9.53K
MAM
818
Meeder Asset Management
Ohio
$9.15K
AP
819
Aspect Partners
Virginia
$9.15K
RCM
820
Richardson Capital Management
Wisconsin
$8.83K
AW
821
Avion Wealth
Texas
$8K
RWS
822
Retirement Wealth Solutions
Wisconsin
$7.73K
FMP
823
Financial Management Professionals
Texas
$7.71K
TCOV
824
Trust Company of Vermont
Vermont
$7.55K
CA
825
CoreCap Advisors
Michigan
$7.55K