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Raymond James Financial

931 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 321 increasing their positions, 322 reducing their positions, and 75 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: 321 | Existing positions reduced: 322

6% less capital invested

Capital invested by funds: $26B → $24.6B (-$1.45B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
931
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
DF
876
Dunhill Financial
United Kingdom
$2.98K
JGIA
877
Jackson Grant Investment Advisers
Connecticut
$2.89K
TWD
878
True Wealth Design
Ohio
$2.73K
WAG
879
Wilkerson Advisory Group
Missouri
$2.73K
FCAS
880
First Command Advisory Services
Texas
$2.73K
IAIM
881
International Assets Investment Management
Florida
$2.73K
KG
882
Kilter Group
New York
$2.57K
AT
883
Avalon Trust
New Mexico
$2.57K
BWL
884
Bogart Wealth LLC
Virginia
$2.57K
CMBA
885
C.M. Bidwell & Associates
Hawaii
$2.57K
ICM
886
Islay Capital Management
Texas
$2.41K
VWA
887
Valued Wealth Advisors
Utah
$2.27K
OP
888
ORG Partners
Indiana
$2.25K
MBFW
889
Morton Brown Family Wealth
Pennsylvania
$2.09K
PWA
890
Principia Wealth Advisory
Texas
$2.09K
CWP
891
Clark Wealth Partners
Illinois
$2.09K
RWM
892
Rialto Wealth Management
New York
$2.09K
DWM
893
Dogwood Wealth Management
Kansas
$2.09K
SFS
894
Sunrise Financial Services
Washington
$2.09K
BLC
895
Brown, Lisle/Cummings
Rhode Island
$1.93K
CFG
896
Clayton Financial Group
Missouri
$1.77K
TFM
897
TFC Financial Management
Massachusetts
$1.61K
HFS
898
Hughes Financial Services
Virginia
$1.61K
ACA
899
Atlas Capital Advisors
Wyoming
$1.6K
PWA
900
Physician Wealth Advisors
Utah
$1.45K