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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
AT
876
Avalon Trust
New Mexico
$2.57K
BWL
877
Bogart Wealth LLC
Virginia
$2.57K
CMBA
878
C.M. Bidwell & Associates
Hawaii
$2.57K
ICM
879
Islay Capital Management
Texas
$2.41K
VWA
880
Valued Wealth Advisors
Utah
$2.27K
OP
881
ORG Partners
Indiana
$2.25K
PWA
882
Principia Wealth Advisory
Texas
$2.09K
MBFW
883
Morton Brown Family Wealth
Pennsylvania
$2.09K
CWP
884
Clark Wealth Partners
Illinois
$2.09K
RWM
885
Rialto Wealth Management
New York
$2.09K
DWM
886
Dogwood Wealth Management
Kansas
$2.09K
SFS
887
Sunrise Financial Services
Washington
$2.09K
BLC
888
Brown, Lisle/Cummings
Rhode Island
$1.93K
CFG
889
Clayton Financial Group
Missouri
$1.77K
TFM
890
TFC Financial Management
Massachusetts
$1.61K
HFS
891
Hughes Financial Services
Virginia
$1.61K
ACA
892
Atlas Capital Advisors
Wyoming
$1.6K
PWA
893
Physician Wealth Advisors
Utah
$1.45K
EWP
894
Elevation Wealth Partners
California
$1.28K
BHWM
895
Beaird Harris Wealth Management
Texas
$1.13K
HWP
896
Highline Wealth Partners
California
$1.12K
RS
897
Rakuten Securities
Japan
$1.12K
CAL
898
Capital Analysts LLC
Pennsylvania
$1K
FNWA
899
Financial Network Wealth Advisors
Utah
$964
WA
900
WestEnd Advisors
North Carolina
$964