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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
ADL
851
Asset Dedication LLC
California
$4.82K
SGK
852
Steigerwald Gordon & Koch
Virginia
$4.82K
TWC
853
TD Waterhouse Canada
Ontario, Canada
$4.82K
WA
854
Westfuller Advisors
New York
$4.46K
SWM
855
Spire Wealth Management
Virginia
$4.4K
BHWM
856
Bay Harbor Wealth Management
Maryland
$3.85K
QA
857
Quattro Advisors
Pennsylvania
$3.72K
AWM
858
Abound Wealth Management
Tennessee
$3.7K
HIA
859
HFM Investment Advisors
New Jersey
$3.53K
WWA
860
Wealth Watch Advisors
Colorado
$3.37K
SIS
861
Sound Income Strategies
Florida
$3.28K
AFG
862
Albion Financial Group
Utah
$3.05K
WB
863
Webster Bank
Connecticut
$3.05K
AF
864
Advisornet Financial
Minnesota
$3.05K
CFM
865
Cornerstone Financial Management
Massachusetts
$3.05K
NWMP
866
Noble Wealth Management PBC
Colorado
$3.05K
SWM
867
SHP Wealth Management
Massachusetts
$3.01K
PJC
868
Phillip James Consulting
Minnesota
$3K
DF
869
Dunhill Financial
United Kingdom
$2.98K
JGIA
870
Jackson Grant Investment Advisers
Connecticut
$2.89K
TWD
871
True Wealth Design
Ohio
$2.73K
IAIM
872
International Assets Investment Management
Florida
$2.73K
FCAS
873
First Command Advisory Services
Texas
$2.73K
WAG
874
Wilkerson Advisory Group
Missouri
$2.73K
KG
875
Kilter Group
New York
$2.57K