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Raymond James Financial

886 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, 293 increasing their positions, 319 reducing their positions, and 55 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: 849886 (+37)

8% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 319

1.29% less ownership

Funds ownership: 76.96%75.67% (-1.3%)

Holders
886
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
ECM
576
Everence Capital Management
Indiana
$359K
RWP
577
Revolve Wealth Partners
New Jersey
$359K
GAM
578
Groupama Asset Management
France
$357K
MAS
579
Meeder Advisory Services
Ohio
$357K
CWS
580
Confluence Wealth Services
Pennsylvania
$357K
PVI
581
Pine Valley Investments
New Jersey
$356K
DAS
582
Diversify Advisory Services
Utah
$350K
ACM
583
Allred Capital Management
Texas
$346K
PWP
584
Principle Wealth Partners
Connecticut
$346K
EGM
585
Engineers Gate Manager
New York
$339K
SF
586
Synovus Financial
Georgia
$337K
MG
587
Mather Group
Illinois
$335K
CI
588
CX Institutional
Indiana
$334K
AWAU
589
Alliance Wealth Advisors (Utah)
Utah
$333K
VFA
590
Valeo Financial Advisors
Indiana
$332K
BRWA
591
B. Riley Wealth Advisors
Florida
$332K
TC
592
TownSquare Capital
Utah
$327K
DAS
593
Dynamic Advisor Solutions
Arizona
$325K
NCM
594
Novare Capital Management
North Carolina
$325K
CI
595
Cigna Investments
Connecticut
$319K
SAA
596
Southeast Asset Advisors
Georgia
$319K
VF
597
Virtu Financial
New York
$317K
FUBT
598
First United Bank & Trust
Maryland
$315K
PAG
599
Private Advisor Group
New Jersey
$314K
TNB
600
Thomasville National Bank
Georgia
$313K