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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
PWA
876
Principia Wealth Advisory
Texas
$2.09K
MBFW
877
Morton Brown Family Wealth
Pennsylvania
$2.09K
CWP
878
Clark Wealth Partners
Illinois
$2.09K
RWM
879
Rialto Wealth Management
New York
$2.09K
DWM
880
Dogwood Wealth Management
Kansas
$2.09K
SFS
881
Sunrise Financial Services
Washington
$2.09K
BLC
882
Brown, Lisle/Cummings
Rhode Island
$1.93K
CFG
883
Clayton Financial Group
Missouri
$1.77K
TFM
884
TFC Financial Management
Massachusetts
$1.61K
HFS
885
Hughes Financial Services
Virginia
$1.61K
ACA
886
Atlas Capital Advisors
Wyoming
$1.6K
PWA
887
Physician Wealth Advisors
Utah
$1.45K
EWP
888
Elevation Wealth Partners
California
$1.28K
BHWM
889
Beaird Harris Wealth Management
Texas
$1.13K
HWP
890
Highline Wealth Partners
California
$1.12K
RS
891
Rakuten Securities
Japan
$1.12K
CAL
892
Capital Analysts LLC
Pennsylvania
$1K
FNWA
893
Financial Network Wealth Advisors
Utah
$964
WA
894
WestEnd Advisors
North Carolina
$964
TF
895
Tompkins Financial
New York
$964
TCM
896
Triumph Capital Management
Colorado
$964
APW
897
Aventura Private Wealth
Florida
$803
QWM
898
Quaker Wealth Management
New Jersey
$643
SA
899
Seneschal Advisors
Washington
$643
RPA
900
Redwood Park Advisors
California
$643