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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
DC
951
Diametric Capital
Massachusetts
IIC
952
Integrated Investment Consultants
Michigan
FRA
953
Frank Rimerman Advisors
California
FWA
954
FSM Wealth Advisors
Ohio
P
955
Pitcairn
Pennsylvania
FDW
956
Fourth Dimension Wealth
Ohio
TCWA
957
Turtle Creek Wealth Advisors
Texas
HWMO
958
Heritage Wealth Management (Ohio)
Ohio
HCM
959
Howard Capital Management
Georgia
WAM
960
Weiss Asset Management
Massachusetts
SWP
961
Stratos Wealth Partners
Ohio
ISB
962
Iowa State Bank
Iowa
TIA
963
Tiemann Investment Advisors
California
AIM
964
Advyzon Investment Management
Illinois
FT
965
Fiduciary Trust
Massachusetts
AT
966
Arlington Trust
Alabama
AAS
967
Ameritas Advisory Services
Nebraska
FFWM
968
Future Financial Wealth Management
Ohio
ABWM
969
Alpine Bank Wealth Management
Colorado
ACM
970
Anfield Capital Management
California
WBC
971
West Branch Capital
Massachusetts
RA
972
Rise Advisors
New York
JWM
973
JPL Wealth Management
Colorado
MSWA
974
Marshall & Sterling Wealth Advisors
New York
NFSG
975
Newbridge Financial Services Group
Florida