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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
ACA
901
Atlas Capital Advisors
Wyoming
$1.6K +$1.61K +10 New
PWA
902
Physician Wealth Advisors
Utah
$1.45K -$6.46K -40 -82%
EWP
903
Elevation Wealth Partners
California
$1.28K -$484 -3 -27%
BHWM
904
Beaird Harris Wealth Management
Texas
$1.13K
HWP
905
Highline Wealth Partners
California
$1.12K
RS
906
Rakuten Securities
Japan
$1.12K +$323 +2 +40%
1CP
907
1015 Capital Partners
Pennsylvania
$1.12K +$1.13K +7 New
CAL
908
Capital Analysts LLC
Pennsylvania
$1K
FNWA
909
Financial Network Wealth Advisors
Utah
$964
WA
910
WestEnd Advisors
North Carolina
$964 +$323 +2 +50%
TF
911
Tompkins Financial
New York
$964 +$969 +6 New
TCM
912
Triumph Capital Management
Colorado
$964 +$969 +6 New
APW
913
Aventura Private Wealth
Florida
$803 -$21.8K -135 -96%
QWM
914
Quaker Wealth Management
New Jersey
$643
RPA
915
Redwood Park Advisors
California
$643
SA
916
Seneschal Advisors
Washington
$643
ACA
917
American Capital Advisory
Idaho
$643 +$323 +2 +100%
APW
918
Atlantic Private Wealth
North Carolina
$642 +$646 +4 New
SWA
919
SOA Wealth Advisors
New York
$513
BCWM
920
Bartlett & Co Wealth Management
Ohio
$482
DF
921
DecisionPoint Financial
Arizona
$482
FC
922
Financial Consulate
Maryland
$482
GBT
923
Grove Bank & Trust
Florida
$482
CIAM
924
Caitong International Asset Management
Hong Kong
$482 +$484 +3 New
Q1WB
925
Quest 10 Wealth Builders
Virginia
$416