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Raymond James Financial

886 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, 293 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: 849886 (+37)

8% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 319

1.29% less ownership

Funds ownership: 76.96%75.67% (-1.3%)

Holders
886
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
MSA
451
MUFG Securities Americas
New York
$826K
GAM
452
Guinness Asset Management
United Kingdom
$818K
CWP
453
Cyndeo Wealth Partners
Florida
$811K
WAP
454
Wealthcare Advisory Partners
Pennsylvania
$802K
OL
455
one8zero8 LLC
North Carolina
$800K
Nomura Holdings
456
Nomura Holdings
Japan
$792K
PIM
457
Plato Investment Management
Australia
$781K
TI
458
Tidal Investments
Wisconsin
$778K
FFM
459
Forum Financial Management
Illinois
$777K
PSP
460
Principal Street Partners
Tennessee
$771K
QCG
461
Quadrant Capital Group
Ohio
$770K
Jones Financial Companies
462
Jones Financial Companies
Missouri
$766K
SC
463
Skylands Capital
Wisconsin
$764K
TE
464
Tema ETFs
New York
$755K
SO
465
STRS Ohio
Ohio
$755K
JIC
466
Johnson Investment Counsel
Ohio
$751K
GFPC
467
Global Financial Private Client
Florida
$746K
NG
468
Norden Group
Utah
$739K
CCM
469
Coldstream Capital Management
Washington
$738K
Connor, Clark & Lunn Investment Management (CC&L)
470
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$731K
NWAG
471
Net Worth Advisory Group
Utah
$729K
HIP
472
Harrell Investment Partners
Texas
$722K
FC
473
Farringdon Capital
United Kingdom
$705K
GVAG
474
Great Valley Advisor Group
Delaware
$703K
NSEDCP
475
NJ State Employees Deferred Compensation Plan
New Jersey
$690K