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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
RWM
626
RBA Wealth Management
California
$234K
WCM
627
Winebrenner Capital Management
Kentucky
$233K
FWA
628
FSM Wealth Advisors
Ohio
$232K
DWT
629
Dorsey & Whitney Trust
South Dakota
$231K
DRS
630
Deane Retirement Strategies
Louisiana
$231K
ASN
631
Advisory Services Network
Georgia
$229K
PWM
632
Perigon Wealth Management
California
$222K
KA
633
Kooman & Associates
Pennsylvania
$222K
A
634
AlphaQuest
New York
$220K
OHWP
635
Oak Harbor Wealth Partners
North Carolina
$219K
IC
636
Inscription Capital
Texas
$219K
MIM
637
Moseley Investment Management
Florida
$219K
AFG
638
Atomi Financial Group
New York
$217K
Cohen & Steers
639
Cohen & Steers
New York
$215K
CAS
640
CTC Alternative Strategies
Illinois
$215K
MSWMA
641
Market Street Wealth Management Advisors
Indiana
$213K
Lido Advisors
642
Lido Advisors
California
$212K
BMCM
643
Bryn Mawr Capital Management
Pennsylvania
$212K
PWPS
644
Pinnacle Wealth Planning Services
Ohio
$211K
JSW
645
Journey Strategic Wealth
New Jersey
$208K
SFG
646
Sovereign Financial Group
Connecticut
$207K
SWA
647
Sax Wealth Advisors
New Jersey
$206K
GL
648
Graypoint LLC
New York
$206K
GS
649
GTS Securities
New York
$205K
LS
650
Livforsakringsbolaget Skandia
Sweden
$204K