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Raymond James Financial

880 hedge funds and large institutions have $26B invested in Raymond James Financial in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 291 increasing their positions, 317 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:

4% more funds holding

Funds holding: 847880 (+33)

8% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 317

1.33% less ownership

Funds ownership: 76.96%75.63% (-1.3%)

Holders
880
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
GAM
451
Guinness Asset Management
United Kingdom
$818K
CWP
452
Cyndeo Wealth Partners
Florida
$811K
WAP
453
Wealthcare Advisory Partners
Pennsylvania
$802K
OL
454
one8zero8 LLC
North Carolina
$800K
Nomura Holdings
455
Nomura Holdings
Japan
$792K
PIM
456
Plato Investment Management
Australia
$781K
TI
457
Tidal Investments
Wisconsin
$778K
FFM
458
Forum Financial Management
Illinois
$777K
PSP
459
Principal Street Partners
Tennessee
$771K
QCG
460
Quadrant Capital Group
Ohio
$770K
Jones Financial Companies
461
Jones Financial Companies
Missouri
$766K
SC
462
Skylands Capital
Wisconsin
$764K
TE
463
Tema ETFs
New York
$755K
SO
464
STRS Ohio
Ohio
$755K
JIC
465
Johnson Investment Counsel
Ohio
$751K
GFPC
466
Global Financial Private Client
Florida
$746K
NG
467
Norden Group
Utah
$739K
CCM
468
Coldstream Capital Management
Washington
$738K
Connor, Clark & Lunn Investment Management (CC&L)
469
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$731K
NWAG
470
Net Worth Advisory Group
Utah
$729K
HIP
471
Harrell Investment Partners
Texas
$722K
FC
472
Farringdon Capital
United Kingdom
$705K
GVAG
473
Great Valley Advisor Group
Delaware
$703K
NSEDCP
474
NJ State Employees Deferred Compensation Plan
New Jersey
$690K
MFG
475
Merit Financial Group
Georgia
$690K