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Raymond James Financial

844 hedge funds and large institutions have $21.4B invested in Raymond James Financial in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 324 increasing their positions, 266 reducing their positions, and 88 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.05% more ownership

Funds ownership: 75.15%75.21% (+0.05%)

10% less capital invested

Capital invested by funds: $23.8B → $21.4B (-$2.43B)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
844
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$41.4M
Net Calls
Net Calls Change

Top Buyers

1 +$245M
2 +$227M
3 +$120M
4
BlackRock
BlackRock
New York
+$80.2M
5
Goldman Sachs
Goldman Sachs
New York
+$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
351
Ashton Thomas Private Wealth
Arizona
$1.52M
OC
352
Oarsman Capital
Wisconsin
$1.51M
BONH
353
Bank of New Hampshire
New Hampshire
$1.51M
UCFA
354
United Capital Financial Advisors
Texas
$1.46M
Luther King Capital Management (LKCM)
355
Luther King Capital Management (LKCM)
Texas
$1.44M
MC
356
Montag & Caldwell
Georgia
$1.42M
TI
357
Tidal Investments
Wisconsin
$1.42M
MWA
358
Meridian Wealth Advisors
Texas
$1.41M
WPC
359
Wedmont Private Capital
Pennsylvania
$1.4M
KAS
360
Kestra Advisory Services
Texas
$1.39M
YIH
361
Y-Intercept (HK)
Hong Kong
$1.39M
VIM
362
Vinva Investment Management
Australia
$1.38M
LSERS
363
Louisiana State Employees Retirement System
Louisiana
$1.38M
NB
364
Norinchukin Bank
Japan
$1.36M
GT
365
Glenmede Trust
Pennsylvania
$1.35M
AW
366
Atlas Wealth
Ohio
$1.35M
TBA
367
Tower Bridge Advisors
Pennsylvania
$1.35M
DTL
368
Dynamic Technology Lab
Singapore
$1.35M
SAM
369
Securian Asset Management
Minnesota
$1.34M
SCTC
370
Sanibel Captiva Trust Company
Florida
$1.34M
RBWA
371
RFG - Bristol Wealth Advisors
Massachusetts
$1.32M
MSRPS
372
Maryland State Retirement & Pension System
Maryland
$1.32M
JSL
373
JT Stratford LLC
Georgia
$1.3M
CB
374
Commerce Bank
Missouri
$1.3M
N
375
Natixis
France
$1.28M