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Raymond James Financial

845 hedge funds and large institutions have $23.8B invested in Raymond James Financial in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 315 increasing their positions, 289 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

1.62% more ownership

Funds ownership: 75.27%76.88% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 289

0% less funds holding

Funds holding: 846845 (-1)

Holders
845
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$26.3M
Net Calls
Net Calls Change

Top Sellers

1 -$225M
2 -$117M
3 -$63.5M
4
Bank of America
Bank of America
North Carolina
-$57.6M
5
Amundi
Amundi
France
-$56.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
601
HighPoint Advisor Group
Illinois
$266K
PS
602
Principal Securities
Iowa
$266K
PAG
603
Private Advisor Group
New Jersey
$265K
BAM
604
Berkshire Asset Management
Pennsylvania
$265K
SWA
605
Stratos Wealth Advisors
Ohio
$265K
GLA
606
Great Lakes Advisors
Illinois
$264K
AIP
607
Ameritas Investment Partners
Nebraska
$263K
AIC
608
Archer Investment Corporation
Indiana
$260K
CBT
609
Central Bank & Trust
Kentucky
$259K
EI
610
EDMP Inc
Florida
$255K
PA
611
Parallel Advisors
California
$253K
VAS
612
Vestmark Advisory Solutions
Massachusetts
$253K
KBFS
613
Kohmann Bosshard Financial Services
Ohio
$251K
EI
614
Ellevest Inc
New York
$248K
AGP
615
Aspire Growth Partners
Florida
$247K
NAS
616
Nicolet Advisory Services
Wisconsin
$247K
ECM
617
Evergreen Capital Management
Washington
$247K
PFM
618
Patton Fund Management
Texas
$246K
BFM
619
Boothbay Fund Management
New York
$245K
GWM
620
Gitterman Wealth Management
New Jersey
$245K
CA
621
Carson Advisory
Georgia
$243K
XT
622
XTX Topco
Cayman Islands
$242K
P
623
Pitcairn
Pennsylvania
$240K
LGA
624
Lebenthal Global Advisors
New York
$239K
EIA
625
Eldridge Investment Advisors
New Hampshire
$239K