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Raymond James Financial

933 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 321 increasing their positions, 323 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $48.5M

79% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 75

5% more funds holding

Funds holding: 890933 (+43)

2.18% more ownership

Funds ownership: 75.7%77.89% (+2.2%)

1% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 323

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
933
Holders Change
+43
Holders Change %
+4.83%
% of All Funds
11.35%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.1%
New
134
Increased
321
Reduced
323
Closed
75
Calls
$96.9M
Puts
$48.5M
Net Calls
+$48.4M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
876
SHP Wealth Management
Massachusetts
$3.01K +$3.07K +19 New
PJC
877
Phillip James Consulting
Minnesota
$3K +$2.91K +18 New
DF
878
Dunhill Financial
United Kingdom
$2.98K +$323 +2 +12%
JGIA
879
Jackson Grant Investment Advisers
Connecticut
$2.89K
TWD
880
True Wealth Design
Ohio
$2.73K -$484 -3 -15%
FCAS
881
First Command Advisory Services
Texas
$2.73K +$2.75K +17 New
IAIM
882
International Assets Investment Management
Florida
$2.73K +$2.75K +17 New
WAG
883
Wilkerson Advisory Group
Missouri
$2.73K +$2.75K +17 New
KG
884
Kilter Group
New York
$2.57K -$646 -4 -20%
AT
885
Avalon Trust
New Mexico
$2.57K
BWL
886
Bogart Wealth LLC
Virginia
$2.57K -$484 -3 -16%
CMBA
887
C.M. Bidwell & Associates
Hawaii
$2.57K
ICM
888
Islay Capital Management
Texas
$2.41K +$2.42K +15 New
VWA
889
Valued Wealth Advisors
Utah
$2.27K +$646 +4 +40%
OP
890
ORG Partners
Indiana
$2.25K -$2.1K -13 -48%
CWP
891
Clark Wealth Partners
Illinois
$2.09K
MBFW
892
Morton Brown Family Wealth
Pennsylvania
$2.09K
PWA
893
Principia Wealth Advisory
Texas
$2.09K
RWM
894
Rialto Wealth Management
New York
$2.09K +$161 +1 +8%
DWM
895
Dogwood Wealth Management
Kansas
$2.09K +$1.94K +12 +1,200%
SFS
896
Sunrise Financial Services
Washington
$2.09K +$2.1K +13 New
BLC
897
Brown, Lisle/Cummings
Rhode Island
$1.93K
CFG
898
Clayton Financial Group
Missouri
$1.77K +$1.78K +11 New
HFS
899
Hughes Financial Services
Virginia
$1.61K
TFM
900
TFC Financial Management
Massachusetts
$1.61K