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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
ACA
901
American Capital Advisory
Idaho
$643
APW
902
Atlantic Private Wealth
North Carolina
$642
SWA
903
SOA Wealth Advisors
New York
$513
FC
904
Financial Consulate
Maryland
$482
BCWM
905
Bartlett & Co Wealth Management
Ohio
$482
DF
906
DecisionPoint Financial
Arizona
$482
GBT
907
Grove Bank & Trust
Florida
$482
Q1WB
908
Quest 10 Wealth Builders
Virginia
$416
AIM
909
Arcadia Investment Management
Michigan
$322
PWAM
910
Private Wealth Asset Management
Iowa
$321
TPBG
911
Turning Point Benefit Group
Maryland
$321
HNW
912
High Note Wealth
Minnesota
$321
WW
913
Winnow Wealth
Texas
$161
MMCM
914
Murphy & Mullick Capital Management
New York
$161
IAS
915
IMA Advisory Services
Colorado
$160
YDMI
916
Y.D. More Investments
Israel
$64
DFA
917
DHJJ Financial Advisors
Illinois
$19
IR
918
IAT Reinsurance
New York
NCM
919
Nearwater Capital Markets
Ireland
SFI
920
Susquehanna Fundamental Investments
Pennsylvania
Two Sigma Advisers
921
Two Sigma Advisers
New York
JFG
922
Jefferies Financial Group
New York
PAMP
923
Polar Asset Management Partners
Ontario, Canada
PAS
924
Park Avenue Securities
New York
IFU
925
iSAM Funds (UK)
United Kingdom