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Raymond James Financial

844 hedge funds and large institutions have $21.4B invested in Raymond James Financial in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 324 increasing their positions, 266 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.05% more ownership

Funds ownership: 75.15%75.21% (+0.05%)

10% less capital invested

Capital invested by funds: $23.8B → $21.4B (-$2.43B)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
844
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$41.4M
Net Calls
Net Calls Change

Top Buyers

1 +$245M
2 +$227M
3 +$120M
4
BlackRock
BlackRock
New York
+$80.2M
5
Goldman Sachs
Goldman Sachs
New York
+$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
626
Central Bank & Trust
Kentucky
$238K
Capstone Investment Advisors
627
Capstone Investment Advisors
New York
$235K
SQA
628
Simon Quick Advisors
New Jersey
$232K
AGP
629
Aspire Growth Partners
Florida
$231K
EI
630
EDMP Inc
Florida
$231K
KBFS
631
Kohmann Bosshard Financial Services
Ohio
$228K
GLA
632
Great Lakes Advisors
Illinois
$226K
SIA
633
Schechter Investment Advisors
Michigan
$223K
FPAS
634
Focus Partners Advisor Solutions
Missouri
$221K
CA
635
Carson Advisory
Georgia
$220K
RWM
636
RBA Wealth Management
California
$218K
PCM
637
Prelude Capital Management
New York
$217K
OAM
638
Oxford Asset Management
United Kingdom
$217K
ECM
639
Evergreen Capital Management
Washington
$216K
EIA
640
Eldridge Investment Advisors
New Hampshire
$216K
WCM
641
Winebrenner Capital Management
Kentucky
$212K
DRS
642
Deane Retirement Strategies
Louisiana
$209K
EWA
643
EP Wealth Advisors
California
$209K
PWPS
644
Pinnacle Wealth Planning Services
Ohio
$209K
CW
645
CreativeOne Wealth
Kansas
$208K
Flossbach Von Storch
646
Flossbach Von Storch
Germany
$205K
DWT
647
Dorsey & Whitney Trust
South Dakota
$202K
KA
648
Kooman & Associates
Pennsylvania
$200K
SC
649
Steph & Co
Wisconsin
$200K
Cohen & Steers
650
Cohen & Steers
New York
$194K