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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
EWP
901
Elevation Wealth Partners
California
$1.28K
BHWM
902
Beaird Harris Wealth Management
Texas
$1.13K
HWP
903
Highline Wealth Partners
California
$1.12K
RS
904
Rakuten Securities
Japan
$1.12K
1CP
905
1015 Capital Partners
Pennsylvania
$1.12K
CAL
906
Capital Analysts LLC
Pennsylvania
$1K
FNWA
907
Financial Network Wealth Advisors
Utah
$964
WA
908
WestEnd Advisors
North Carolina
$964
TCM
909
Triumph Capital Management
Colorado
$964
TF
910
Tompkins Financial
New York
$964
APW
911
Aventura Private Wealth
Florida
$803
RPA
912
Redwood Park Advisors
California
$643
QWM
913
Quaker Wealth Management
New Jersey
$643
SA
914
Seneschal Advisors
Washington
$643
ACA
915
American Capital Advisory
Idaho
$643
APW
916
Atlantic Private Wealth
North Carolina
$642
SWA
917
SOA Wealth Advisors
New York
$513
BCWM
918
Bartlett & Co Wealth Management
Ohio
$482
FC
919
Financial Consulate
Maryland
$482
GBT
920
Grove Bank & Trust
Florida
$482
DF
921
DecisionPoint Financial
Arizona
$482
CIAM
922
Caitong International Asset Management
Hong Kong
$482
Q1WB
923
Quest 10 Wealth Builders
Virginia
$416
AIM
924
Arcadia Investment Management
Michigan
$322
PWAM
925
Private Wealth Asset Management
Iowa
$321