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Raymond James Financial

696 hedge funds and large institutions have $17.3B invested in Raymond James Financial in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 211 increasing their positions, 269 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+34
Holders Change %
+5.14%
% of All Funds
11.23%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.23%
New
105
Increased
211
Reduced
269
Closed
55
Calls
$64.1M
Puts
$69.3M
Net Calls
-$5.25M
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
576
Spire Wealth Management
Virginia
$84K -$4.61K -43 -5%
C
577
Covestor
United Kingdom
$83K +$64K +601 +336%
CT
578
Cambridge Trust
Massachusetts
$77K
DIP
579
DT Investment Partners
Pennsylvania
$76.8K
WT
580
Whittier Trust
California
$76.6K -$641 -6 -0.8%
DAM
581
Delta Asset Management
Tennessee
$72.1K +$72.1K +675 New
CFO
582
CVA Family Office
Colorado
$64.9K +$3.74K +35 +6%
MFT
583
Moisand Fitzgerald Tamayo
Florida
$64.8K -$7.8K -73 -11%
AF
584
Allworth Financial
California
$60.9K -$2.14K -20 -3%
CI Investments Inc
585
CI Investments Inc
Ontario, Canada
$58K -$146K -1,368 -72%
ACA
586
Atlas Capital Advisors
Wyoming
$56.2K -$2.35K -22 -4%
AWM
587
Accurate Wealth Management
Florida
$55.5K +$55.5K +500 New
PFBT
588
Parkside Financial Bank & Trust
Missouri
$55.2K +$3.85K +36 +7%
UB
589
UMB Bank
Missouri
$55K
AA
590
Alta Advisers
United Kingdom
$53K
Pacer Advisors
591
Pacer Advisors
Pennsylvania
$47.8K -$7.83M -73,288 -99%
JWA
592
JFS Wealth Advisors
Pennsylvania
$47.3K +$3.74K +35 +9%
PFP
593
Pinnacle Financial Partners
Tennessee
$47.2K
FFA
594
Farther Finance Advisors
California
$46.7K +$46.7K +437 New
GWM
595
Geneos Wealth Management
Colorado
$42.7K
GRP
596
Global Retirement Partners
California
$42.5K
DCM
597
Dupont Capital Management
Delaware
$40.8K +$40.8K +382 New
TC
598
Trust Company
Kansas
$40K
LWANC
599
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.4K +$107 +1 +0.3%
ZB
600
Zions Bancorporation
Utah
$37.5K +$8.01K +75 +27%