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Raymond James Financial

845 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, 315 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: 75.27%76.88% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 289

0% less funds holding

Funds holding: 846845 (-1)

Holders
845
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
Jones Financial Companies
476
Jones Financial Companies
Missouri
$553K
WC
477
Westerkirk Capital
$552K
SFS
478
Sowell Financial Services
Arkansas
$552K
CL
479
Choreo LLC
Illinois
$547K
SAM
480
Shell Asset Management
Netherlands
$544K
NL
481
NVWM LLC
Pennsylvania
$542K
BHPW
482
Beverly Hills Private Wealth
California
$534K
HWM
483
HB Wealth Management
Georgia
$534K
TYCC
484
Texas Yale Capital Corp
Florida
$528K
VWA
485
Visionary Wealth Advisors
Illinois
$522K
AGC
486
Aspen Grove Capital
Colorado
$520K
PWMAG
487
Pinnacle Wealth Management Advisory Group
New Jersey
$516K
FTWA
488
Fifth Third Wealth Advisors
Ohio
$515K
Northwestern Mutual Wealth Management
489
Northwestern Mutual Wealth Management
Wisconsin
$508K
WC
490
Waterloo Capital
Texas
$506K
Bessemer Group
491
Bessemer Group
New Jersey
$505K
LCM
492
Laurion Capital Management
New York
$501K
ACGA
493
Atlanta Consulting Group Advisors
Georgia
$497K
OC
494
Oppenheimer & Co
New York
$497K
TA
495
Tectonic Advisors
Texas
$491K
DSAM
496
Dock Street Asset Management
Florida
$490K
AV
497
ASR Vermogensbeheer
Netherlands
$486K
VT
498
Vise Technologies
New York
$482K
WAP
499
Wealthcare Advisory Partners
Pennsylvania
$481K
SDAM
500
Shulman DeMeo Asset Management
New York
$479K