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