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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
NS
801
NBC Securities
Alabama
$20.3K
HI
802
Harbour Investments
Wisconsin
$19.8K +$2.42K +15 +14%
SAG
803
SageView Advisory Group
California
$19.6K +$19.7K +122 New
AWM
804
Activest Wealth Management
Florida
$19.3K +$7.27K +45 +60%
ST
805
Smithfield Trust
Pennsylvania
$19K
FMII
806
Farmers & Merchants Investments Inc
Nebraska
$18.8K
JWM
807
Jessup Wealth Management
Ohio
$18.8K +$18.9K +117 New
QL
808
Quarry LP
New York
$18.1K +$18.2K +113 New
PWMG
809
Prestige Wealth Management Group
New Jersey
$17.8K
MCM
810
MV Capital Management
Maryland
$17.3K
OC
811
Oakworth Capital
Alabama
$16.4K +$16.5K +102 New
EW
812
Elyxium Wealth
California
$16.1K +$16.1K +100 New
RBI
813
Raiffeisen Bank International
Austria
$15.8K
GEA
814
Glen Eagle Advisors
New Jersey
$13.8K
WA
815
WPG Advisers
Maryland
$13.5K -$9.37K -58 -41%
DSC
816
Duncker Streett & Co
Missouri
$13.2K
RDFA
817
Ritter Daniher Financial Advisory
Ohio
$13K
SC
818
SouthState Corp
Florida
$13K +$3.71K +23 +40%
MCM
819
Manchester Capital Management
Vermont
$12.5K -$51.8K -321 -80%
GSWM
820
Golden State Wealth Management
California
$12K
CCMI
821
Creative Capital Management Investments
California
$11.9K
SC
822
Solstein Capital
California
$11.9K
SS
823
SBI Securities
Japan
$11.7K +$1.45K +9 +14%
CIAS
824
CBIZ Investment Advisory Services
Ohio
$11.1K +$7.59K +47 +214%
SR
825
Swiss Re
Switzerland
$10.6K +$10.7K +66 New