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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
TCM
901
Triumph Capital Management
Colorado
$964
TF
902
Tompkins Financial
New York
$964
APW
903
Aventura Private Wealth
Florida
$803
QWM
904
Quaker Wealth Management
New Jersey
$643
SA
905
Seneschal Advisors
Washington
$643
RPA
906
Redwood Park Advisors
California
$643
ACA
907
American Capital Advisory
Idaho
$643
APW
908
Atlantic Private Wealth
North Carolina
$642
SWA
909
SOA Wealth Advisors
New York
$513
DF
910
DecisionPoint Financial
Arizona
$482
GBT
911
Grove Bank & Trust
Florida
$482
BCWM
912
Bartlett & Co Wealth Management
Ohio
$482
FC
913
Financial Consulate
Maryland
$482
CIAM
914
Caitong International Asset Management
Hong Kong
$482
Q1WB
915
Quest 10 Wealth Builders
Virginia
$416
AIM
916
Arcadia Investment Management
Michigan
$322
PWAM
917
Private Wealth Asset Management
Iowa
$321
TPBG
918
Turning Point Benefit Group
Maryland
$321
HNW
919
High Note Wealth
Minnesota
$321
WW
920
Winnow Wealth
Texas
$161
MMCM
921
Murphy & Mullick Capital Management
New York
$161
IAS
922
IMA Advisory Services
Colorado
$160
YDMI
923
Y.D. More Investments
Israel
$64
DFA
924
DHJJ Financial Advisors
Illinois
$19
IR
925
IAT Reinsurance
New York