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Raymond James Financial

915 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, 317 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% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 317

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
915
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
APW
901
Atlantic Private Wealth
North Carolina
$642
SWA
902
SOA Wealth Advisors
New York
$513
GBT
903
Grove Bank & Trust
Florida
$482
FC
904
Financial Consulate
Maryland
$482
DF
905
DecisionPoint Financial
Arizona
$482
BCWM
906
Bartlett & Co Wealth Management
Ohio
$482
Q1WB
907
Quest 10 Wealth Builders
Virginia
$416
AIM
908
Arcadia Investment Management
Michigan
$322
PWAM
909
Private Wealth Asset Management
Iowa
$321
TPBG
910
Turning Point Benefit Group
Maryland
$321
HNW
911
High Note Wealth
Minnesota
$321
WW
912
Winnow Wealth
Texas
$161
MMCM
913
Murphy & Mullick Capital Management
New York
$161
IAS
914
IMA Advisory Services
Colorado
$160
YDMI
915
Y.D. More Investments
Israel
$64
DFA
916
DHJJ Financial Advisors
Illinois
$19
IR
917
IAT Reinsurance
New York
NCM
918
Nearwater Capital Markets
Ireland
SFI
919
Susquehanna Fundamental Investments
Pennsylvania
Two Sigma Advisers
920
Two Sigma Advisers
New York
JFG
921
Jefferies Financial Group
New York
PAMP
922
Polar Asset Management Partners
Ontario, Canada
PAS
923
Park Avenue Securities
New York
IFU
924
iSAM Funds (UK)
United Kingdom
PEAK6
925
PEAK6
Illinois