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Raymond James Financial

885 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, 292 increasing their positions, 319 reducing their positions, and 55 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: 848885 (+37)

8% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 319

1.3% less ownership

Funds ownership: 76.96%75.65% (-1.3%)

Holders
885
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
VSQM
301
V-Square Quantitative Management
Illinois
$2.73M
BAMF
302
BI Asset Management Fondsmaeglerselskab
Denmark
$2.65M
SC
303
Savant Capital
Illinois
$2.64M
MIF
304
Mediolanum International Funds
Ireland
$2.62M
IIM
305
INTECH Investment Management
Florida
$2.56M
AWM
306
Apollon Wealth Management
South Carolina
$2.54M
P
307
&Partners
Tennessee
$2.53M
CIA
308
Concurrent Investment Advisors
Florida
$2.51M
SPIA
309
Steward Partners Investment Advisory
New York
$2.49M
TRSOTSOK
310
Teachers Retirement System of the State of Kentucky
Kentucky
$2.48M
Pacer Advisors
311
Pacer Advisors
Pennsylvania
$2.47M
WPC
312
White Pine Capital
Minnesota
$2.46M
Envestnet Portfolio Solutions
313
Envestnet Portfolio Solutions
Illinois
$2.46M
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$2.38M
HNWAG
315
High Net Worth Advisory Group
Florida
$2.37M
DIP
316
Davis Investment Partners
North Carolina
$2.36M
Kovitz Investment Group Partners
317
Kovitz Investment Group Partners
Illinois
$2.35M
SP
318
Stablepoint Partners
Massachusetts
$2.32M
PAS
319
Park Avenue Securities
New York
$2.32M
HWA
320
Heritage Wealth Advisors
Virginia
$2.32M
CCM
321
Cullen Capital Management
New York
$2.31M
WBWA
322
William B. Walkup & Associates
South Carolina
$2.3M
ELI
323
Empire Life Investments
Ontario, Canada
$2.3M
BHCM
324
Brevan Howard Capital Management
Jersey
$2.26M
IFU
325
iSAM Funds (UK)
United Kingdom
$2.25M