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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
AIC
526
Argus Investors Counsel
New York
$484K
KPWS
527
Kestra Private Wealth Services
Texas
$478K
BP
528
Ballentine Partners
Massachusetts
$475K
CFO
529
Callan Family Office
Pennsylvania
$475K
MIM
530
MTM Investment Management
South Carolina
$475K
LWAM
531
Legacy Wealth Asset Management
Minnesota
$468K
APIM
532
Agate Pass Investment Management
Washington
$463K
BCP
533
Blue Chip Partners
Michigan
$447K
LGA
534
Lebenthal Global Advisors
New York
$443K
EFS
535
Essex Financial Services
Connecticut
$443K
Vontobel Holding
536
Vontobel Holding
Switzerland
$443K
CCA
537
Catalyst Capital Advisors
New York
$442K
CA
538
Calton & Associates
Florida
$441K
SWP
539
Sagespring Wealth Partners
Tennessee
$436K
SIC
540
Samalin Investment Counsel
New York
$436K
DRS
541
Deane Retirement Strategies
Louisiana
$433K
CWG
542
Cornerstone Wealth Group
North Carolina
$432K
I
543
InceptionR
California
$428K
PA
544
Profund Advisors
Maryland
$425K
DWM
545
Darwin Wealth Management
Florida
$419K
EWM
546
Evercore Wealth Management
New York
$419K
MQWP
547
Morey & Quinn Wealth Partners
Nebraska
$418K
DO
548
denkapparat Operations
Germany
$417K
SIC
549
Salem Investment Counselors
North Carolina
$416K
DWM
550
Drive Wealth Management
Utah
$415K