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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
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$492K
VCM
527
Voleon Capital Management
California
$491K
Cambridge Investment Research Advisors
528
Cambridge Investment Research Advisors
Iowa
$491K
CIM
529
Contravisory Investment Management
Massachusetts
$487K
GLR
530
Great Lakes Retirement
Ohio
$484K
AIC
531
Argus Investors Counsel
New York
$484K
KPWS
532
Kestra Private Wealth Services
Texas
$478K
BP
533
Ballentine Partners
Massachusetts
$475K
CFO
534
Callan Family Office
Pennsylvania
$475K
MIM
535
MTM Investment Management
South Carolina
$475K
LWAM
536
Legacy Wealth Asset Management
Minnesota
$468K
APIM
537
Agate Pass Investment Management
Washington
$463K
BCP
538
Blue Chip Partners
Michigan
$447K
LGA
539
Lebenthal Global Advisors
New York
$443K
EFS
540
Essex Financial Services
Connecticut
$443K
Vontobel Holding
541
Vontobel Holding
Switzerland
$443K
CCA
542
Catalyst Capital Advisors
New York
$442K
CA
543
Calton & Associates
Florida
$441K
SWP
544
Sagespring Wealth Partners
Tennessee
$436K
SIC
545
Samalin Investment Counsel
New York
$436K
DRS
546
Deane Retirement Strategies
Louisiana
$433K
CWG
547
Cornerstone Wealth Group
North Carolina
$432K
I
548
InceptionR
California
$428K
PA
549
Profund Advisors
Maryland
$425K
DWM
550
Darwin Wealth Management
Florida
$419K