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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
FISPB
151
Fideuram - Intesa Sanpaolo Private Banking
$11.2M +$11.3M +69,794 New
NRG
152
Nemes Rush Group
Michigan
$11M -$146K -904 -1%
Bank of Nova Scotia
153
Bank of Nova Scotia
Ontario, Canada
$11M +$7.4M +45,855 +203%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$10.5M -$93K -576 -0.9%
Nomura Asset Management
155
Nomura Asset Management
Japan
$10.3M -$12.1K -75 -0.1%
AIS
156
AM Investment Strategies
Tennessee
$10.3M
Stifel Financial
157
Stifel Financial
Missouri
$10.2M -$446K -2,760 -4%
BA
158
Bridgewater Associates
Connecticut
$10.2M +$5.04M +31,217 +96%
AU
159
Algebris (UK)
United Kingdom
$10.2M +$10.2M +63,355 New
Corient Private Wealth
160
Corient Private Wealth
Florida
$10.1M +$9.71M +60,110 +189%
State of New Jersey Common Pension Fund D
161
State of New Jersey Common Pension Fund D
New Jersey
$9.94M -$278K -1,719 -3%
PWS
162
Peterson Wealth Services
Utah
$9.78M +$4.41M +27,313 +81%
HFS
163
Hantz Financial Services
Michigan
$9.78M -$1.31M -8,134 -12%
US Bancorp
164
US Bancorp
Minnesota
$9.61M -$1.51M -9,362 -14%
RAM
165
Resona Asset Management
Japan
$9.54M -$461K -2,858 -5%
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$9.44M +$688K +4,259 +8%
Creative Planning
167
Creative Planning
Kansas
$9.18M +$921K +5,705 +11%
WSFS
168
Wilmington Savings Fund Society
Delaware
$9.17M -$103K -640 -1%
CAMG
169
CWA Asset Management Group
Florida
$9.16M -$397K -2,456 -4%
BC
170
Burney Company
Virginia
$9.11M -$104K -642 -1%
Fiera Capital (Canada)
171
Fiera Capital (Canada)
Quebec, Canada
$9.04M +$1.3M +8,025 +17%
PCMF
172
Private Capital Management (Florida)
Florida
$8.88M -$263K -1,631 -3%
NAAA
173
New Age Alpha Advisors
New York
$8.8M +$3.98M +24,646 +82%
Rafferty Asset Management
174
Rafferty Asset Management
New York
$8.64M -$851K -5,272 -9%
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$8.52M -$87.8K -544 -1%