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Raymond James Financial

931 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 321 increasing their positions, 322 reducing their positions, and 75 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: 321 | Existing positions reduced: 322

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
931
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
SWP
976
Stratos Wealth Partners
Ohio
ISB
977
Iowa State Bank
Iowa
TIA
978
Tiemann Investment Advisors
California
AIM
979
Advyzon Investment Management
Illinois
FT
980
Fiduciary Trust
Massachusetts
AT
981
Arlington Trust
Alabama
AAS
982
Ameritas Advisory Services
Nebraska
FFWM
983
Future Financial Wealth Management
Ohio
ABWM
984
Alpine Bank Wealth Management
Colorado
ACM
985
Anfield Capital Management
California
WBC
986
West Branch Capital
Massachusetts
RA
987
Rise Advisors
New York
JWM
988
JPL Wealth Management
Colorado
MSWA
989
Marshall & Sterling Wealth Advisors
New York
SWP
990
Strategic Wealth Partners
Ohio
NFSG
991
Newbridge Financial Services Group
Florida
MA
992
Montag & Associates
Georgia
O
993
Ossiam
France
CCM
994
Cloud Capital Management
Washington
IRC
995
Investors Research Corp
Georgia
FGAM
996
Financial Gravity Asset Management
Texas
MAM
997
Marquette Asset Management
Minnesota
APM
998
Advanced Portfolio Management
New York
CWM
999
Crowley Wealth Management
Delaware
FPF
1000
First Pacific Financial
Washington