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Raymond James Financial

846 hedge funds and large institutions have $23.8B invested in Raymond James Financial in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 316 increasing their positions, 289 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

1.62% more ownership

Funds ownership: 75.33%76.95% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 289

0% less funds holding

Funds holding: 847846 (-1)

Holders
846
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$26.3M
Net Calls
Net Calls Change

Top Sellers

1 -$225M
2 -$117M
3 -$63.5M
4
Bank of America
Bank of America
North Carolina
-$57.6M
5
Amundi
Amundi
France
-$56.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
401
Muirfield Wealth Advisors
North Carolina
$1.03M
UWP
402
Uniting Wealth Partners
Kansas
$1.01M
WANY
403
Wealthspire Advisors (New York)
New York
$1.01M
NAM
404
NorthCrest Asset Manangement
Minnesota
$1.01M
TMAM
405
Tokio Marine Asset Management
Japan
$1.01M
YMRC
406
Yorktown Management & Research Company
Virginia
$989K
EF
407
Empirical Finance
Pennsylvania
$987K
IMCOOI
408
Investment Management Corp of Ontario (IMCO)
Canada
$985K
BMSSC
409
B. Metzler seel. Sohn & Co
Germany
$968K
SCA
410
STALEY CAPITAL ADVISERS
Pennsylvania
$959K
CCA
411
Cadent Capital Advisors
Oklahoma
$958K
SI
412
Stephens Inc
Arkansas
$952K
VF
413
Virtu Financial
New York
$932K
PP
414
Prudential plc
United Kingdom
$927K
BA
415
Bridgewater Advisors
New York
$925K
IB
416
Intrust Bank
Kansas
$915K
BAM
417
Belpointe Asset Management
Nevada
$912K
BFS
418
Bradley Foster & Sargent
Connecticut
$898K
NMIMC
419
Northwestern Mutual Investment Management Company
Wisconsin
$888K
BIG
420
Brooklyn Investment Group
New York
$883K
SFA
421
Sequoia Financial Advisors
Ohio
$882K
MWM
422
MGB Wealth Management
Texas
$875K
SAI
423
Systematic Alpha Investments
New Jersey
$874K
EAM
424
Empirical Asset Management
Massachusetts
$868K
DADC
425
D.A. Davidson & Co
Montana
$862K