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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
DWT
626
Dorsey & Whitney Trust
South Dakota
$262K
WCM
627
Winebrenner Capital Management
Kentucky
$262K
JAM
628
Jupiter Asset Management
United Kingdom
$259K
BEI
629
Benjamin Edwards Inc
Missouri
$258K
FWA
630
FSM Wealth Advisors
Ohio
$257K
HAG
631
HighPoint Advisor Group
Illinois
$256K
PWM
632
Perigon Wealth Management
California
$256K
CWM
633
Circle Wealth Management
New Jersey
$255K
P
634
Pitcairn
Pennsylvania
$251K
RWM
635
RBA Wealth Management
California
$251K
KA
636
Kooman & Associates
Pennsylvania
$250K
MIM
637
Moseley Investment Management
Florida
$246K
BMCM
638
Bryn Mawr Capital Management
Pennsylvania
$245K
SCA
639
Snowden Capital Advisors
New York
$245K
Cohen & Steers
640
Cohen & Steers
New York
$242K
OHWP
641
Oak Harbor Wealth Partners
North Carolina
$242K
MSWMA
642
Market Street Wealth Management Advisors
Indiana
$240K
JSW
643
Journey Strategic Wealth
New Jersey
$239K
PWPS
644
Pinnacle Wealth Planning Services
Ohio
$238K
FDW
645
Fourth Dimension Wealth
Ohio
$237K
SWA
646
Sax Wealth Advisors
New Jersey
$234K
ASN
647
Advisory Services Network
Georgia
$234K
SFG
648
Sovereign Financial Group
Connecticut
$234K
MCM
649
MAI Capital Management
Ohio
$232K
AA
650
Advisory Alpha
Michigan
$231K