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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
OAM
551
Ostrum Asset Management
France
$414K
SP
552
Stonebrook Private
Michigan
$408K
First Eagle Investment Management
553
First Eagle Investment Management
New York
$404K
PWP
554
Phillips Wealth Planners
Mississippi
$402K
AGC
555
Aspen Grove Capital
Colorado
$400K
CCA
556
Checchi Capital Advisers
California
$400K
PWG
557
Portside Wealth Group
Utah
$399K
WBC
558
Westpac Banking Corp
Australia
$397K
DS
559
DRW Securities
Illinois
$396K
CG
560
Clarus Group
Texas
$392K
PFS
561
Prospera Financial Services
Texas
$390K
SC
562
Searle & Co
Connecticut
$390K
FHA
563
Flagship Harbor Advisors
Massachusetts
$388K
HAS
564
Horizon Advisory Services
New York
$387K
William Blair & Company
565
William Blair & Company
Illinois
$386K
ETC
566
Exchange Traded Concepts
Oklahoma
$380K
AIA
567
Arbor Investment Advisors
North Carolina
$376K
Hudson Bay Capital Management
568
Hudson Bay Capital Management
Connecticut
$373K
TAM
569
Trust Asset Management
Texas
$366K
ECM
570
Everence Capital Management
Indiana
$359K
RWP
571
Revolve Wealth Partners
New Jersey
$359K
MAS
572
Meeder Advisory Services
Ohio
$357K
CWS
573
Confluence Wealth Services
Pennsylvania
$357K
SWGC
574
Summit Wealth Group (Colorado)
Colorado
$354K
DAS
575
Diversify Advisory Services
Utah
$350K