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Raymond James Financial

880 hedge funds and large institutions have $26B invested in Raymond James Financial in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 291 increasing their positions, 317 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

4% more funds holding

Funds holding: 847880 (+33)

8% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 317

1.33% less ownership

Funds ownership: 76.96%75.63% (-1.3%)

Holders
880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$147M
Puts
$133M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
226
Regions Financial Corp
Alabama
$5.01M
DC
227
Davenport & Co
Virginia
$4.96M
CSIA
228
Carl Stuart Investment Advisor
Texas
$4.91M
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$4.9M
CCMINC
230
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.88M
RCM
231
Regency Capital Management
Hawaii
$4.76M
BCIM
232
British Columbia Investment Management
British Columbia, Canada
$4.76M
LG
233
Leuthold Group
Minnesota
$4.74M
SG Americas Securities
234
SG Americas Securities
New York
$4.68M
FAF
235
Fjarde Ap-fonden
Sweden
$4.68M
Comerica Bank
236
Comerica Bank
Texas
$4.66M
BCM
237
Buckhead Capital Management
Georgia
$4.63M
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$4.62M
Bank Julius Baer & Co
239
Bank Julius Baer & Co
Switzerland
$4.57M
NYLIM
240
New York Life Investment Management
New York
$4.49M
MIM
241
Morningstar Investment Management
Illinois
$4.49M
Assenagon Asset Management
242
Assenagon Asset Management
Luxembourg
$4.46M
NIM
243
NEOS Investment Management
Connecticut
$4.44M
Focus Partners Wealth
244
Focus Partners Wealth
Massachusetts
$4.39M
IAN
245
Integrated Advisors Network
Texas
$4.38M
DIA
246
Dana Investment Advisors
Wisconsin
$4.37M
SFM
247
Systematic Financial Management
New Jersey
$4.32M
CBU
248
CIBC Bancorp USA
Illinois
$4.31M
X
249
Xponance
Pennsylvania
$4.3M
SMDAM
250
Sumitomo Mitsui DS Asset Management
Japan
$4.17M