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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
BHPW
501
Beverly Hills Private Wealth
California
$581K
CAM
502
Cresset Asset Management
Illinois
$572K
GC
503
Guggenheim Capital
Illinois
$572K
VWA
504
Visionary Wealth Advisors
Illinois
$571K
FTWA
505
Fifth Third Wealth Advisors
Ohio
$567K
GWMR
506
GC Wealth Management RIA
Massachusetts
$567K
LFAS
507
Level Four Advisory Services
Texas
$566K
TA
508
Tectonic Advisors
Texas
$563K
SFS
509
Sowell Financial Services
Arkansas
$560K
ACGA
510
Atlanta Consulting Group Advisors
Georgia
$559K
CFM
511
Catalyst Funds Management
Australia
$552K
DSAM
512
Dock Street Asset Management
Florida
$552K
BJL
513
Brighton Jones LLC
Washington
$550K
AV
514
ASR Vermogensbeheer
Netherlands
$542K
SAM
515
Smartleaf Asset Management
Massachusetts
$537K
VWM
516
Venturi Wealth Management
Texas
$531K
NPFS
517
Novak & Powell Financial Services
Florida
$530K
QCIG
518
Quad-Cities Investment Group
Iowa
$527K
HNB
519
Huntington National Bank
Ohio
$514K
GT
520
Greenleaf Trust
Michigan
$513K
KWM
521
Kingsview Wealth Management
Oregon
$512K
OC
522
Oppenheimer & Co
New York
$509K
SDAM
523
Shulman DeMeo Asset Management
New York
$505K
CFO
524
Collective Family Office
Pennsylvania
$498K
LNWWM
525
Laird Norton Wetherby Wealth Management
California
$492K