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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
PWMG
801
Prestige Wealth Management Group
New Jersey
$17.8K
MCM
802
MV Capital Management
Maryland
$17.3K
OC
803
Oakworth Capital
Alabama
$16.4K
EW
804
Elyxium Wealth
California
$16.1K
RBI
805
Raiffeisen Bank International
Austria
$15.8K
GEA
806
Glen Eagle Advisors
New Jersey
$13.8K
WA
807
WPG Advisers
Maryland
$13.5K
DSC
808
Duncker Streett & Co
Missouri
$13.2K
RDFA
809
Ritter Daniher Financial Advisory
Ohio
$13K
SC
810
SouthState Corp
Florida
$13K
MCM
811
Manchester Capital Management
Vermont
$12.5K
GSWM
812
Golden State Wealth Management
California
$12K
SC
813
Solstein Capital
California
$11.9K
CCMI
814
Creative Capital Management Investments
California
$11.9K
SS
815
SBI Securities
Japan
$11.7K
CIAS
816
CBIZ Investment Advisory Services
Ohio
$11.1K
SR
817
Swiss Re
Switzerland
$10.6K
PCFFS
818
Pacific Center for Financial Services
California
$10K
KFI
819
Key Financial Inc
Pennsylvania
$9.96K
PWMG
820
Private Wealth Management Group
New Jersey
$9.96K
AIM
821
Anchor Investment Management
South Carolina
$9.8K
AG
822
AmeriFlex Group
Nevada
$9.63K
WTA
823
Washington Trust Advisors
Massachusetts
$9.53K
MAM
824
Meeder Asset Management
Ohio
$9.15K
AP
825
Aspect Partners
Virginia
$9.15K