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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
KFI
826
Key Financial Inc
Pennsylvania
$9.96K
AIM
827
Anchor Investment Management
South Carolina
$9.8K
AG
828
AmeriFlex Group
Nevada
$9.63K
WTA
829
Washington Trust Advisors
Massachusetts
$9.53K
MAM
830
Meeder Asset Management
Ohio
$9.15K
AP
831
Aspect Partners
Virginia
$9.15K
RCM
832
Richardson Capital Management
Wisconsin
$8.83K
AW
833
Avion Wealth
Texas
$8K
RWS
834
Retirement Wealth Solutions
Wisconsin
$7.73K
FMP
835
Financial Management Professionals
Texas
$7.71K
TCOV
836
Trust Company of Vermont
Vermont
$7.55K
CA
837
CoreCap Advisors
Michigan
$7.55K
KAS
838
Kemnay Advisory Services
New York
$7.39K
Kayne Anderson Rudnick Investment Management
839
Kayne Anderson Rudnick Investment Management
California
$7.08K
HFS
840
Horizon Financial Services
North Carolina
$7.07K
FG
841
Fairman Group
Pennsylvania
$7.07K
TFA
842
Transamerica Financial Advisors
Florida
$6.58K
BW
843
Bravera Wealth
North Dakota
$6.58K
WWM
844
Wolff Wiese Magana
California
$6.42K
S
845
Sachetta
Massachusetts
$6.26K
CWM
846
Cranbrook Wealth Management
Michigan
$6.1K
HHMI
847
Howard Hughes Medical Institute
Maryland
$6.1K
APW
848
Acima Private Wealth
Virginia
$6.1K
OAJ
849
Ogorek Anthony Joseph
New York
$6K
HFM
850
Harvest Fund Management
China
$6K