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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
ACM
576
Allred Capital Management
Texas
$346K
PWP
577
Principle Wealth Partners
Connecticut
$346K
EGM
578
Engineers Gate Manager
New York
$339K
SF
579
Synovus Financial
Georgia
$337K
MG
580
Mather Group
Illinois
$335K
CI
581
CX Institutional
Indiana
$334K
AWAU
582
Alliance Wealth Advisors (Utah)
Utah
$333K
VFA
583
Valeo Financial Advisors
Indiana
$332K
BRWA
584
B. Riley Wealth Advisors
Florida
$332K
TC
585
TownSquare Capital
Utah
$327K
DAS
586
Dynamic Advisor Solutions
Arizona
$325K
NCM
587
Novare Capital Management
North Carolina
$325K
CI
588
Cigna Investments
Connecticut
$319K
SAA
589
Southeast Asset Advisors
Georgia
$319K
VF
590
Virtu Financial
New York
$317K
FUBT
591
First United Bank & Trust
Maryland
$315K
PAG
592
Private Advisor Group
New Jersey
$314K
TNB
593
Thomasville National Bank
Georgia
$313K
AGWCA
594
Annis Gardner Whiting Capital Advisors
Florida
$313K
FBT
595
First Bank & Trust
South Dakota
$312K
CTC
596
Central Trust Company
Missouri
$309K
Brown Advisory
597
Brown Advisory
Maryland
$308K
IC
598
Inscription Capital
Texas
$299K
BAM
599
Berkshire Asset Management
Pennsylvania
$298K
PA
600
Parallel Advisors
California
$297K