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