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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
MQWP
551
Morey & Quinn Wealth Partners
Nebraska
$418K
DO
552
denkapparat Operations
Germany
$417K
SIC
553
Salem Investment Counselors
North Carolina
$416K
DWM
554
Drive Wealth Management
Utah
$415K
OAM
555
Ostrum Asset Management
France
$414K
SP
556
Stonebrook Private
Michigan
$408K
First Eagle Investment Management
557
First Eagle Investment Management
New York
$404K
PWP
558
Phillips Wealth Planners
Mississippi
$402K
AGC
559
Aspen Grove Capital
Colorado
$400K
CCA
560
Checchi Capital Advisers
California
$400K
PWG
561
Portside Wealth Group
Utah
$399K
WBC
562
Westpac Banking Corp
Australia
$397K
DS
563
DRW Securities
Illinois
$396K
CG
564
Clarus Group
Texas
$392K
PFS
565
Prospera Financial Services
Texas
$390K
SC
566
Searle & Co
Connecticut
$390K
FHA
567
Flagship Harbor Advisors
Massachusetts
$388K
HAS
568
Horizon Advisory Services
New York
$387K
William Blair & Company
569
William Blair & Company
Illinois
$386K
ETC
570
Exchange Traded Concepts
Oklahoma
$380K
AIA
571
Arbor Investment Advisors
North Carolina
$376K
Hudson Bay Capital Management
572
Hudson Bay Capital Management
Connecticut
$373K
TAM
573
Trust Asset Management
Texas
$366K
IA
574
IFP Advisors
Florida
$362K
ECM
575
Everence Capital Management
Indiana
$359K