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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
VWM
501
Venturi Wealth Management
Texas
$476K
HI
502
Horizon Investments
North Carolina
$473K
NPFS
503
Novak & Powell Financial Services
Florida
$471K
GT
504
Greenleaf Trust
Michigan
$468K
QCIG
505
Quad-Cities Investment Group
Iowa
$467K
RCAG
506
Rehmann Capital Advisory Group
Michigan
$466K
BJL
507
Brighton Jones LLC
Washington
$465K
KPWS
508
Kestra Private Wealth Services
Texas
$459K
Cambridge Investment Research Advisors
509
Cambridge Investment Research Advisors
Iowa
$456K
PFS
510
Prospera Financial Services
Texas
$449K
TC
511
TownSquare Capital
Utah
$448K
Wolverine Trading
512
Wolverine Trading
Illinois
$447K
KWM
513
Kingsview Wealth Management
Oregon
$444K
CFO
514
Collective Family Office
Pennsylvania
$443K
LFAS
515
Level Four Advisory Services
Texas
$442K
BC
516
Bayforest Capital
United Kingdom
$438K
CPCPP
517
Canada Post Corporation Pension Plan
Canada
$438K
GLR
518
Great Lakes Retirement
Ohio
$434K
AIC
519
Argus Investors Counsel
New York
$434K
PWP
520
Phillips Wealth Planners
Mississippi
$424K
SP
521
Stonebrook Private
Michigan
$423K
MIM
522
MTM Investment Management
South Carolina
$422K
FWA
523
FORM Wealth Advisors
Wisconsin
$420K
Vontobel Holding
524
Vontobel Holding
Switzerland
$419K
LNWWM
525
Laird Norton Wetherby Wealth Management
California
$418K