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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
NRG
151
Nemes Rush Group
Michigan
$11M
Bank of Nova Scotia
152
Bank of Nova Scotia
Ontario, Canada
$11M
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$10.5M
Nomura Asset Management
154
Nomura Asset Management
Japan
$10.3M
AIS
155
AM Investment Strategies
Tennessee
$10.3M
Stifel Financial
156
Stifel Financial
Missouri
$10.2M
BA
157
Bridgewater Associates
Connecticut
$10.2M
AU
158
Algebris (UK)
United Kingdom
$10.2M
State of New Jersey Common Pension Fund D
159
State of New Jersey Common Pension Fund D
New Jersey
$9.94M
PWS
160
Peterson Wealth Services
Utah
$9.78M
HFS
161
Hantz Financial Services
Michigan
$9.78M
US Bancorp
162
US Bancorp
Minnesota
$9.61M
RAM
163
Resona Asset Management
Japan
$9.54M
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$9.44M
Creative Planning
165
Creative Planning
Kansas
$9.18M
WSFS
166
Wilmington Savings Fund Society
Delaware
$9.17M
CAMG
167
CWA Asset Management Group
Florida
$9.16M
BC
168
Burney Company
Virginia
$9.11M
Fiera Capital (Canada)
169
Fiera Capital (Canada)
Quebec, Canada
$9.04M
PCMF
170
Private Capital Management (Florida)
Florida
$8.88M
NAAA
171
New Age Alpha Advisors
New York
$8.8M
Rafferty Asset Management
172
Rafferty Asset Management
New York
$8.64M
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$8.52M
WA
174
Waverly Advisors
Alabama
$8.4M
ASRS
175
Arizona State Retirement System
Arizona
$8.34M