RJF icon

Raymond James Financial

872 hedge funds and large institutions have $26B invested in Raymond James Financial in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 287 increasing their positions, 314 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:

3% more funds holding

Funds holding: 844872 (+28)

9% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 314

1.28% less ownership

Funds ownership: 76.87%75.59% (-1.3%)

Holders
872
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
MIF
301
Mediolanum International Funds
Ireland
$2.62M
IIM
302
INTECH Investment Management
Florida
$2.56M
AWM
303
Apollon Wealth Management
South Carolina
$2.54M
P
304
&Partners
Tennessee
$2.53M
CIA
305
Concurrent Investment Advisors
Florida
$2.51M
SPIA
306
Steward Partners Investment Advisory
New York
$2.49M
TRSOTSOK
307
Teachers Retirement System of the State of Kentucky
Kentucky
$2.48M
Pacer Advisors
308
Pacer Advisors
Pennsylvania
$2.47M
WPC
309
White Pine Capital
Minnesota
$2.46M
Envestnet Portfolio Solutions
310
Envestnet Portfolio Solutions
Illinois
$2.46M
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$2.38M
HNWAG
312
High Net Worth Advisory Group
Florida
$2.37M
DIP
313
Davis Investment Partners
North Carolina
$2.36M
Kovitz Investment Group Partners
314
Kovitz Investment Group Partners
Illinois
$2.35M
SP
315
Stablepoint Partners
Massachusetts
$2.32M
PAS
316
Park Avenue Securities
New York
$2.32M
HWA
317
Heritage Wealth Advisors
Virginia
$2.32M
CCM
318
Cullen Capital Management
New York
$2.31M
WBWA
319
William B. Walkup & Associates
South Carolina
$2.3M
ELI
320
Empire Life Investments
Ontario, Canada
$2.3M
BHCM
321
Brevan Howard Capital Management
Jersey
$2.26M
IFU
322
iSAM Funds (UK)
United Kingdom
$2.25M
AWCI
323
Alpine Woods Capital Investors
New York
$2.23M
MSU
324
Mizuho Securities USA
New York
$2.19M
Squarepoint
325
Squarepoint
New York
$2.14M