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Raymond James Financial

931 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 321 increasing their positions, 322 reducing their positions, and 75 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: 321 | Existing positions reduced: 322

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
931
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
SAG
801
SageView Advisory Group
California
$19.6K
AWM
802
Activest Wealth Management
Florida
$19.3K
ST
803
Smithfield Trust
Pennsylvania
$19K
FMII
804
Farmers & Merchants Investments Inc
Nebraska
$18.8K
JWM
805
Jessup Wealth Management
Ohio
$18.8K
QL
806
Quarry LP
New York
$18.1K
PWMG
807
Prestige Wealth Management Group
New Jersey
$17.8K
MCM
808
MV Capital Management
Maryland
$17.3K
OC
809
Oakworth Capital
Alabama
$16.4K
EW
810
Elyxium Wealth
California
$16.1K
RBI
811
Raiffeisen Bank International
Austria
$15.8K
GEA
812
Glen Eagle Advisors
New Jersey
$13.8K
WA
813
WPG Advisers
Maryland
$13.5K
DSC
814
Duncker Streett & Co
Missouri
$13.2K
RDFA
815
Ritter Daniher Financial Advisory
Ohio
$13K
SC
816
SouthState Corp
Florida
$13K
MCM
817
Manchester Capital Management
Vermont
$12.5K
GSWM
818
Golden State Wealth Management
California
$12K
SC
819
Solstein Capital
California
$11.9K
CCMI
820
Creative Capital Management Investments
California
$11.9K
SS
821
SBI Securities
Japan
$11.7K
CIAS
822
CBIZ Investment Advisory Services
Ohio
$11.1K
SR
823
Swiss Re
Switzerland
$10.6K
PCFFS
824
Pacific Center for Financial Services
California
$10K
PWMG
825
Private Wealth Management Group
New Jersey
$9.96K