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Raymond James Financial

923 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 319 increasing their positions, 320 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% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 320

6% less capital invested

Capital invested by funds: $26B → $24.6B (-$1.46B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
923
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
FISPB
151
Fideuram - Intesa Sanpaolo Private Banking
$11.2M
NRG
152
Nemes Rush Group
Michigan
$11M
Bank of Nova Scotia
153
Bank of Nova Scotia
Ontario, Canada
$11M
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$10.5M
Nomura Asset Management
155
Nomura Asset Management
Japan
$10.3M
AIS
156
AM Investment Strategies
Tennessee
$10.3M
Stifel Financial
157
Stifel Financial
Missouri
$10.2M
BA
158
Bridgewater Associates
Connecticut
$10.2M
AU
159
Algebris (UK)
United Kingdom
$10.2M
Corient Private Wealth
160
Corient Private Wealth
Florida
$10.1M
State of New Jersey Common Pension Fund D
161
State of New Jersey Common Pension Fund D
New Jersey
$9.94M
PWS
162
Peterson Wealth Services
Utah
$9.78M
HFS
163
Hantz Financial Services
Michigan
$9.78M
US Bancorp
164
US Bancorp
Minnesota
$9.61M
RAM
165
Resona Asset Management
Japan
$9.54M
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$9.44M
Creative Planning
167
Creative Planning
Kansas
$9.18M
WSFS
168
Wilmington Savings Fund Society
Delaware
$9.17M
CAMG
169
CWA Asset Management Group
Florida
$9.16M
BC
170
Burney Company
Virginia
$9.11M
Fiera Capital (Canada)
171
Fiera Capital (Canada)
Quebec, Canada
$9.04M
PCMF
172
Private Capital Management (Florida)
Florida
$8.88M
NAAA
173
New Age Alpha Advisors
New York
$8.8M
Rafferty Asset Management
174
Rafferty Asset Management
New York
$8.64M
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$8.52M