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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
PCM
951
Polymer Capital Management
New York
-$844K -4,892 Closed
NSEDCP
952
NJ State Employees Deferred Compensation Plan
New Jersey
-$690K -4,000 Closed
NP
953
NorthRock Partners
Minnesota
-$651K -3,771 Closed
AFCM
954
Applied Finance Capital Management
Puerto Rico
-$649K -3,763 Closed
CAS
955
CTC Alternative Strategies
Illinois
-$621K -3,600 Closed
GWMR
956
GC Wealth Management RIA
Massachusetts
-$567K -3,283 Closed
DSAM
957
Dock Street Asset Management
Florida
-$552K -3,198 Closed
BJL
958
Brighton Jones LLC
Washington
-$550K -3,184 Closed
AGC
959
Aspen Grove Capital
Colorado
-$400K -2,316 Closed
DAS
960
Diversify Advisory Services
Utah
-$350K -2,203 Closed
Hudson Bay Capital Management
961
Hudson Bay Capital Management
Connecticut
-$373K -2,161 Closed
AWAU
962
Alliance Wealth Advisors (Utah)
Utah
-$333K -1,930 Closed
TC
963
TownSquare Capital
Utah
-$327K -1,893 Closed
VF
964
Virtu Financial
New York
-$317K -1,836 Closed
GH
965
GAM Holding
Switzerland
-$297K -1,722 Closed
BFM
966
Boothbay Fund Management
New York
-$293K -1,700 Closed
AIC
967
Archer Investment Corporation
Indiana
-$293K -1,695 Closed
DC
968
Diametric Capital
Massachusetts
-$274K -1,586 Closed
IIC
969
Integrated Investment Consultants
Michigan
-$270K -1,566 Closed
FRA
970
Frank Rimerman Advisors
California
-$266K -1,544 Closed
FWA
971
FSM Wealth Advisors
Ohio
-$257K -1,490 Closed
P
972
Pitcairn
Pennsylvania
-$251K -1,456 Closed
FDW
973
Fourth Dimension Wealth
Ohio
-$237K -1,374 Closed
TCWA
974
Turtle Creek Wealth Advisors
Texas
-$215K -1,243 Closed
HWMO
975
Heritage Wealth Management (Ohio)
Ohio
-$209K -1,212 Closed