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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
MQWP
551
Morey & Quinn Wealth Partners
Nebraska
$370K
WBC
552
Westpac Banking Corp
Australia
$369K
DWM
553
Drive Wealth Management
Utah
$368K
SWP
554
Sagespring Wealth Partners
Tennessee
$368K
PWG
555
Portside Wealth Group
Utah
$364K
CAM
556
Cresset Asset Management
Illinois
$363K
DS
557
DRW Securities
Illinois
$361K
PA
558
Profund Advisors
Maryland
$361K
HIA
559
Harbor Investment Advisory
Maryland
$355K
HAS
560
Horizon Advisory Services
New York
$350K
QCM
561
Qsemble Capital Management
New York
$349K
ETC
562
Exchange Traded Concepts
Oklahoma
$348K
FHA
563
Flagship Harbor Advisors
Massachusetts
$348K
Brown Advisory
564
Brown Advisory
Maryland
$348K
AWAU
565
Alliance Wealth Advisors (Utah)
Utah
$344K
DAS
566
Diversify Advisory Services
Utah
$340K
AIA
567
Arbor Investment Advisors
North Carolina
$335K
MAS
568
Meeder Advisory Services
Ohio
$329K
SCA
569
Snowden Capital Advisors
New York
$328K
EFS
570
Essex Financial Services
Connecticut
$325K
TAM
571
Trust Asset Management
Texas
$325K
ECM
572
Everence Capital Management
Indiana
$319K
RWP
573
Revolve Wealth Partners
New Jersey
$318K
CWS
574
Confluence Wealth Services
Pennsylvania
$310K
PWP
575
Principle Wealth Partners
Connecticut
$308K