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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
PCFFS
826
Pacific Center for Financial Services
California
$10K
KFI
827
Key Financial Inc
Pennsylvania
$9.96K
PWMG
828
Private Wealth Management Group
New Jersey
$9.96K
AIM
829
Anchor Investment Management
South Carolina
$9.8K
AG
830
AmeriFlex Group
Nevada
$9.63K -$9.69K -60 -50%
WTA
831
Washington Trust Advisors
Massachusetts
$9.53K +$1.29K +8 +16%
MAM
832
Meeder Asset Management
Ohio
$9.15K -$323 -2 -3%
AP
833
Aspect Partners
Virginia
$9.15K
RCM
834
Richardson Capital Management
Wisconsin
$8.83K
AW
835
Avion Wealth
Texas
$8K -$484 -3 -5%
RWS
836
Retirement Wealth Solutions
Wisconsin
$7.73K
FMP
837
Financial Management Professionals
Texas
$7.71K -$1.78K -11 -19%
TCOV
838
Trust Company of Vermont
Vermont
$7.55K +$2.1K +13 +38%
CA
839
CoreCap Advisors
Michigan
$7.55K +$2.58K +16 +52%
KAS
840
Kemnay Advisory Services
New York
$7.39K +$7.43K +46 New
Kayne Anderson Rudnick Investment Management
841
Kayne Anderson Rudnick Investment Management
California
$7.08K +$161 +1 +2%
HFS
842
Horizon Financial Services
North Carolina
$7.07K
FG
843
Fairman Group
Pennsylvania
$7.07K +$7.11K +44 New
TFA
844
Transamerica Financial Advisors
Florida
$6.58K +$3.07K +19 +86%
BW
845
Bravera Wealth
North Dakota
$6.58K +$6.62K +41 New
WWM
846
Wolff Wiese Magana
California
$6.42K
S
847
Sachetta
Massachusetts
$6.26K
CWM
848
Cranbrook Wealth Management
Michigan
$6.1K
HHMI
849
Howard Hughes Medical Institute
Maryland
$6.1K -$161 -1 -3%
APW
850
Acima Private Wealth
Virginia
$6.1K