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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
HCM
976
Howard Capital Management
Georgia
-$209K -1,209 Closed
WAM
977
Weiss Asset Management
Massachusetts
-$206K -1,192 Closed
SWP
978
Stratos Wealth Partners
Ohio
-$205K -1,188 Closed
ISB
979
Iowa State Bank
Iowa
-$205K -1,187 Closed
TIA
980
Tiemann Investment Advisors
California
-$204K -1,184 Closed
AIM
981
Advyzon Investment Management
Illinois
-$203K -1,176 Closed
FT
982
Fiduciary Trust
Massachusetts
-$202K -1,171 Closed
AT
983
Arlington Trust
Alabama
-$146K -846 Closed
AAS
984
Ameritas Advisory Services
Nebraska
-$51.8K -300 Closed
FFWM
985
Future Financial Wealth Management
Ohio
-$44.7K -259 Closed
ABWM
986
Alpine Bank Wealth Management
Colorado
-$34K -197 Closed
ACM
987
Anfield Capital Management
California
-$33K -191 Closed
WBC
988
West Branch Capital
Massachusetts
-$26.1K -151 Closed
RA
989
Rise Advisors
New York
-$22.3K -129 Closed
JWM
990
JPL Wealth Management
Colorado
-$10.3K -60 Closed
MSWA
991
Marshall & Sterling Wealth Advisors
New York
-$9.67K -56 Closed
SWP
992
Strategic Wealth Partners
Ohio
-$9.15K -53 Closed
NFSG
993
Newbridge Financial Services Group
Florida
-$8.63K -50 Closed
MA
994
Montag & Associates
Georgia
-$8.46K -49 Closed
O
995
Ossiam
France
-$6.73K -39 Closed
CCM
996
Cloud Capital Management
Washington
-$6K -36 Closed
IRC
997
Investors Research Corp
Georgia
-$6.04K -35 Closed
FGAM
998
Financial Gravity Asset Management
Texas
-$5.03K -29 Closed
MAM
999
Marquette Asset Management
Minnesota
-$2.94K -17 Closed
APM
1000
Advanced Portfolio Management
New York
-$2.42K -14 Closed