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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
BFPW
476
BOK Financial Private Wealth
Colorado
$682K
Lido Advisors
477
Lido Advisors
California
$671K
HWM
478
HB Wealth Management
Georgia
$665K
AFG
479
ABLE Financial Group
Arizona
$657K
PP
480
Prudential plc
United Kingdom
$652K
NP
481
NorthRock Partners
Minnesota
$651K
AFCM
482
Applied Finance Capital Management
Puerto Rico
$649K
EAM
483
Empirical Asset Management
Massachusetts
$647K
DZ Bank
484
DZ Bank
Germany
$646K
HI
485
Horizon Investments
North Carolina
$639K
Bessemer Group
486
Bessemer Group
New Jersey
$627K
NL
487
NVWM LLC
Pennsylvania
$627K
CPCPP
488
Canada Post Corporation Pension Plan
Canada
$625K
AWA
489
Aaron Wealth Advisors
Illinois
$622K
WC
490
Westerkirk Capital
$621K
CAS
491
CTC Alternative Strategies
Illinois
$621K
CL
492
Choreo LLC
Illinois
$610K
TYCC
493
Texas Yale Capital Corp
Florida
$595K
WC
494
Waterloo Capital
Texas
$594K
RCAG
495
Rehmann Capital Advisory Group
Michigan
$593K
Northwestern Mutual Wealth Management
496
Northwestern Mutual Wealth Management
Wisconsin
$589K
MSE
497
MUFG Securities EMEA
United Kingdom
$586K
PWMAG
498
Pinnacle Wealth Management Advisory Group
New Jersey
$585K
SC
499
Syon Capital
California
$583K
VT
500
Vise Technologies
New York
$583K