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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
FTWA
501
Fifth Third Wealth Advisors
Ohio
$567K
GWMR
502
GC Wealth Management RIA
Massachusetts
$567K
LFAS
503
Level Four Advisory Services
Texas
$566K
TA
504
Tectonic Advisors
Texas
$563K
SFS
505
Sowell Financial Services
Arkansas
$560K
ACGA
506
Atlanta Consulting Group Advisors
Georgia
$559K
CFM
507
Catalyst Funds Management
Australia
$552K
DSAM
508
Dock Street Asset Management
Florida
$552K
BJL
509
Brighton Jones LLC
Washington
$550K
AV
510
ASR Vermogensbeheer
Netherlands
$542K
SAM
511
Smartleaf Asset Management
Massachusetts
$537K
VWM
512
Venturi Wealth Management
Texas
$531K
NPFS
513
Novak & Powell Financial Services
Florida
$530K
QCIG
514
Quad-Cities Investment Group
Iowa
$527K
HNB
515
Huntington National Bank
Ohio
$514K
GT
516
Greenleaf Trust
Michigan
$513K
KWM
517
Kingsview Wealth Management
Oregon
$512K
OC
518
Oppenheimer & Co
New York
$509K
SDAM
519
Shulman DeMeo Asset Management
New York
$505K
CFO
520
Collective Family Office
Pennsylvania
$498K
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$492K
VCM
522
Voleon Capital Management
California
$491K
Cambridge Investment Research Advisors
523
Cambridge Investment Research Advisors
Iowa
$491K
CIM
524
Contravisory Investment Management
Massachusetts
$487K
GLR
525
Great Lakes Retirement
Ohio
$484K