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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
RWP
576
Revolve Wealth Partners
New Jersey
$359K
GAM
577
Groupama Asset Management
France
$357K
MAS
578
Meeder Advisory Services
Ohio
$357K
CWS
579
Confluence Wealth Services
Pennsylvania
$357K
SWGC
580
Summit Wealth Group (Colorado)
Colorado
$354K
DAS
581
Diversify Advisory Services
Utah
$350K
ACM
582
Allred Capital Management
Texas
$346K
PWP
583
Principle Wealth Partners
Connecticut
$346K
EGM
584
Engineers Gate Manager
New York
$339K
SF
585
Synovus Financial
Georgia
$337K
MG
586
Mather Group
Illinois
$335K
CI
587
CX Institutional
Indiana
$334K
AWAU
588
Alliance Wealth Advisors (Utah)
Utah
$333K
VFA
589
Valeo Financial Advisors
Indiana
$332K
BRWA
590
B. Riley Wealth Advisors
Florida
$332K
TC
591
TownSquare Capital
Utah
$327K
DAS
592
Dynamic Advisor Solutions
Arizona
$325K
NCM
593
Novare Capital Management
North Carolina
$325K
CI
594
Cigna Investments
Connecticut
$319K
SAA
595
Southeast Asset Advisors
Georgia
$319K
VF
596
Virtu Financial
New York
$317K
FUBT
597
First United Bank & Trust
Maryland
$315K
PAG
598
Private Advisor Group
New Jersey
$314K
TNB
599
Thomasville National Bank
Georgia
$313K
AGWCA
600
Annis Gardner Whiting Capital Advisors
Florida
$313K