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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
BP
526
Ballentine Partners
Massachusetts
$417K
JFG
527
Jefferies Financial Group
New York
$413K
HNB
528
Huntington National Bank
Ohio
$412K
APIM
529
Agate Pass Investment Management
Washington
$411K
SIC
530
Samalin Investment Counsel
New York
$406K
CFO
531
Callan Family Office
Pennsylvania
$401K
IA
532
IFP Advisors
Florida
$397K
BCP
533
Blue Chip Partners
Michigan
$396K
CCA
534
Checchi Capital Advisers
California
$396K
CCA
535
Catalyst Capital Advisors
New York
$393K
CA
536
Calton & Associates
Florida
$391K
LWAM
537
Legacy Wealth Asset Management
Minnesota
$390K
SC
538
Syon Capital
California
$389K
STA
539
Summit Trail Advisors
New York
$388K
SAM
540
Smartleaf Asset Management
Massachusetts
$386K
CG
541
Clarus Group
Texas
$383K
CWG
542
Cornerstone Wealth Group
North Carolina
$383K
FUBT
543
First United Bank & Trust
Maryland
$382K
VI
544
Versor Investments
New York
$380K
OAM
545
Ostrum Asset Management
France
$379K
QI
546
Qtron Investments
Massachusetts
$376K
EWM
547
Evercore Wealth Management
New York
$372K
DWM
548
Darwin Wealth Management
Florida
$372K
DO
549
denkapparat Operations
Germany
$371K
SIC
550
Salem Investment Counselors
North Carolina
$370K