We are live on ! Find out more
RJF icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.49B -$21.5M -133,418 -0.6%
BlackRock
2
BlackRock
New York
$2.27B -$62.4M -386,407 -3%
Primecap Management
3
Primecap Management
California
$1.5B -$49.1M -304,210 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.4B -$52.4M -324,551 -4%
State Street
5
State Street
Massachusetts
$1.27B -$19.8M -122,369 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$916M -$12.8M -79,244 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$853M -$86.1M -533,228 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$728M -$1.7M -10,508 -0.2%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$555M -$30M -185,520 -5%
First Trust Advisors
10
First Trust Advisors
Illinois
$493M +$76.6M +474,477 +18%
Victory Capital Management
11
Victory Capital Management
Texas
$447M +$3.53M +21,856 +0.8%
Morgan Stanley
12
Morgan Stanley
New York
$421M -$7.89M -48,875 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$379M +$145K +897 +0%
Invesco
14
Invesco
Georgia
$376M +$41.1M +254,773 +12%
EARNEST Partners
15
EARNEST Partners
Georgia
$372M -$24.9M -154,437 -6%
Bank of America
16
Bank of America
North Carolina
$358M +$37.5M +232,053 +12%
Norges Bank
17
Norges Bank
Norway
$324M +$326M +2,019,197 New
Northern Trust
18
Northern Trust
Illinois
$313M -$17.5M -108,250 -5%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$310M -$12.2M -75,435 -4%
Goldman Sachs
20
Goldman Sachs
New York
$297M -$10.2M -63,437 -3%
UBS AM
21
UBS AM
Illinois
$226M -$7.33M -45,373 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$193M +$35M +216,907 +22%
Legal & General Group
23
Legal & General Group
United Kingdom
$191M -$9.69M -59,988 -5%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$182M -$26.8M -165,872 -13%
Charles Schwab
25
Charles Schwab
California
$176M +$1.38M +8,575 +0.8%