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Raymond James Financial

915 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, 317 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% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 317

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
915
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
MBFW
876
Morton Brown Family Wealth
Pennsylvania
$2.09K
PWA
877
Principia Wealth Advisory
Texas
$2.09K
RWM
878
Rialto Wealth Management
New York
$2.09K
DWM
879
Dogwood Wealth Management
Kansas
$2.09K
SFS
880
Sunrise Financial Services
Washington
$2.09K
BLC
881
Brown, Lisle/Cummings
Rhode Island
$1.93K
CFG
882
Clayton Financial Group
Missouri
$1.77K
TFM
883
TFC Financial Management
Massachusetts
$1.61K
HFS
884
Hughes Financial Services
Virginia
$1.61K
ACA
885
Atlas Capital Advisors
Wyoming
$1.6K
PWA
886
Physician Wealth Advisors
Utah
$1.45K
EWP
887
Elevation Wealth Partners
California
$1.28K
BHWM
888
Beaird Harris Wealth Management
Texas
$1.13K
HWP
889
Highline Wealth Partners
California
$1.12K
RS
890
Rakuten Securities
Japan
$1.12K
CAL
891
Capital Analysts LLC
Pennsylvania
$1K
FNWA
892
Financial Network Wealth Advisors
Utah
$964
WA
893
WestEnd Advisors
North Carolina
$964
TCM
894
Triumph Capital Management
Colorado
$964
TF
895
Tompkins Financial
New York
$964
APW
896
Aventura Private Wealth
Florida
$803
QWM
897
Quaker Wealth Management
New Jersey
$643
SA
898
Seneschal Advisors
Washington
$643
RPA
899
Redwood Park Advisors
California
$643
ACA
900
American Capital Advisory
Idaho
$643