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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
IIM
426
Intact Investment Management
Quebec, Canada
$949K
TSS
427
Two Sigma Securities
New York
$943K
SWMG
428
Signature Wealth Management Group
Georgia
$926K
DADC
429
D.A. Davidson & Co
Montana
$925K
MWM
430
MGB Wealth Management
Texas
$924K
GIA
431
Gateway Investment Advisers
Ohio
$923K
BTI
432
Blue Trust Inc
Georgia
$922K
AAP
433
Arax Advisory Partners
Colorado
$916K
XT
434
XTX Topco
Cayman Islands
$913K
JWCA
435
J.W. Cole Advisors
Florida
$908K
BBVA
436
Banco Bilbao Vizcaya Argentaria
Spain
$897K
BIG
437
Brooklyn Investment Group
New York
$889K
CP
438
Covenant Partners
Tennessee
$879K
QCM
439
QRG Capital Management
Illinois
$877K
WIA
440
Wetzel Investment Advisors
Indiana
$868K
TP
441
Tranquility Partners
Tennessee
$868K
JF
442
Jump Financial
Illinois
$862K
HSA
443
HBK Sorce Advisory
Pennsylvania
$854K
PCM
444
Polymer Capital Management
New York
$844K
BA
445
Bridgewater Advisors
New York
$835K
KRSITF
446
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$830K
MSA
447
MUFG Securities Americas
New York
$826K
GAM
448
Guinness Asset Management
United Kingdom
$818K
CWP
449
Cyndeo Wealth Partners
Florida
$811K
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$802K