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Raymond James Financial

886 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, 293 increasing their positions, 319 reducing their positions, and 55 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: 849886 (+37)

8% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 319

1.29% less ownership

Funds ownership: 76.96%75.67% (-1.3%)

Holders
886
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
VT
501
Vise Technologies
New York
$583K
BHPW
502
Beverly Hills Private Wealth
California
$581K
SC
503
Savant Capital
Illinois
$575K
GC
504
Guggenheim Capital
Illinois
$572K
VWA
505
Visionary Wealth Advisors
Illinois
$571K
FTWA
506
Fifth Third Wealth Advisors
Ohio
$567K
GWMR
507
GC Wealth Management RIA
Massachusetts
$567K
LFAS
508
Level Four Advisory Services
Texas
$566K
TA
509
Tectonic Advisors
Texas
$563K
SFS
510
Sowell Financial Services
Arkansas
$560K
ACGA
511
Atlanta Consulting Group Advisors
Georgia
$559K
CFM
512
Catalyst Funds Management
Australia
$552K
DSAM
513
Dock Street Asset Management
Florida
$552K
BJL
514
Brighton Jones LLC
Washington
$550K
AV
515
ASR Vermogensbeheer
Netherlands
$542K
SAM
516
Smartleaf Asset Management
Massachusetts
$537K
VWM
517
Venturi Wealth Management
Texas
$531K
NPFS
518
Novak & Powell Financial Services
Florida
$530K
QCIG
519
Quad-Cities Investment Group
Iowa
$527K
HNB
520
Huntington National Bank
Ohio
$514K
GT
521
Greenleaf Trust
Michigan
$513K
KWM
522
Kingsview Wealth Management
Oregon
$512K
OC
523
Oppenheimer & Co
New York
$509K
SDAM
524
Shulman DeMeo Asset Management
New York
$505K
CFO
525
Collective Family Office
Pennsylvania
$498K