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Raymond James Financial

916 hedge funds and large institutions have $24.4B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 317 increasing their positions, 318 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: 317 | Existing positions reduced: 318

6% less capital invested

Capital invested by funds: $26B → $24.4B (-$1.65B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
916
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
BHWM
851
Bay Harbor Wealth Management
Maryland
$3.85K
QA
852
Quattro Advisors
Pennsylvania
$3.72K
AWM
853
Abound Wealth Management
Tennessee
$3.7K
HIA
854
HFM Investment Advisors
New Jersey
$3.53K
WWA
855
Wealth Watch Advisors
Colorado
$3.37K
SIS
856
Sound Income Strategies
Florida
$3.28K
AFG
857
Albion Financial Group
Utah
$3.05K
WB
858
Webster Bank
Connecticut
$3.05K
AF
859
Advisornet Financial
Minnesota
$3.05K
NWMP
860
Noble Wealth Management PBC
Colorado
$3.05K
CFM
861
Cornerstone Financial Management
Massachusetts
$3.05K
PJCC
862
Phillip James Consulting Co.
Minnesota
$3K
DF
863
Dunhill Financial
United Kingdom
$2.98K
JGIA
864
Jackson Grant Investment Advisers
Connecticut
$2.89K
TWD
865
True Wealth Design
Ohio
$2.73K
IAIM
866
International Assets Investment Management
Florida
$2.73K
FCAS
867
First Command Advisory Services
Texas
$2.73K
WAG
868
Wilkerson Advisory Group
Missouri
$2.73K
KG
869
Kilter Group
New York
$2.57K
AT
870
Avalon Trust
New Mexico
$2.57K
BWL
871
Bogart Wealth LLC
Virginia
$2.57K
CMBA
872
C.M. Bidwell & Associates
Hawaii
$2.57K
ICM
873
Islay Capital Management
Texas
$2.41K
VWA
874
Valued Wealth Advisors
Utah
$2.27K
OP
875
ORG Partners
Indiana
$2.25K