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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
RCM
826
Richardson Capital Management
Wisconsin
$8.83K
AW
827
Avion Wealth
Texas
$8K
RWS
828
Retirement Wealth Solutions
Wisconsin
$7.73K
FMP
829
Financial Management Professionals
Texas
$7.71K
TCOV
830
Trust Company of Vermont
Vermont
$7.55K
CA
831
CoreCap Advisors
Michigan
$7.55K
KAS
832
Kemnay Advisory Services
New York
$7.39K
Kayne Anderson Rudnick Investment Management
833
Kayne Anderson Rudnick Investment Management
California
$7.08K
HFS
834
Horizon Financial Services
North Carolina
$7.07K
FG
835
Fairman Group
Pennsylvania
$7.07K
TFA
836
Transamerica Financial Advisors
Florida
$6.58K
WWM
837
Wolff Wiese Magana
California
$6.42K
S
838
Sachetta
Massachusetts
$6.26K
CWM
839
Cranbrook Wealth Management
Michigan
$6.1K
HHMI
840
Howard Hughes Medical Institute
Maryland
$6.1K
APW
841
Acima Private Wealth
Virginia
$6.1K
OAJ
842
Ogorek Anthony Joseph
New York
$6K
HFM
843
Harvest Fund Management
China
$6K
SPF
844
South Plains Financial
Texas
$5.78K
CAM
845
Costello Asset Management
Pennsylvania
$5.78K
CFP
846
Comprehensive Financial Planning
Pennsylvania
$5.78K
SIC
847
SJS Investment Consulting
Ohio
$5.62K
PP
848
PFS Partners
New Jersey
$5.5K
ME
849
McIlrath & Eck
Washington
$5.42K
DPW
850
DiNuzzo Private Wealth
Pennsylvania
$4.98K