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Raymond James Financial

885 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, 292 increasing their positions, 319 reducing their positions, and 55 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: 848885 (+37)

8% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 319

1.3% less ownership

Funds ownership: 76.95%75.65% (-1.3%)

Holders
885
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
DC
626
Diametric Capital
Massachusetts
$274K
CA
627
Carson Advisory
Georgia
$274K
IIC
628
Integrated Investment Consultants
Michigan
$270K
EIA
629
Eldridge Investment Advisors
New Hampshire
$269K
FRA
630
Frank Rimerman Advisors
California
$266K
IA
631
IFP Advisors
Florida
$265K
SEM
632
Suncoast Equity Management
Florida
$263K
DWT
633
Dorsey & Whitney Trust
South Dakota
$262K
WCM
634
Winebrenner Capital Management
Kentucky
$262K
JAM
635
Jupiter Asset Management
United Kingdom
$259K
BEI
636
Benjamin Edwards Inc
Missouri
$258K
FWA
637
FSM Wealth Advisors
Ohio
$257K
HAG
638
HighPoint Advisor Group
Illinois
$256K
PWM
639
Perigon Wealth Management
California
$256K
CWM
640
Circle Wealth Management
New Jersey
$255K
P
641
Pitcairn
Pennsylvania
$251K
RWM
642
RBA Wealth Management
California
$251K
KA
643
Kooman & Associates
Pennsylvania
$250K
MIM
644
Moseley Investment Management
Florida
$246K
BMCM
645
Bryn Mawr Capital Management
Pennsylvania
$245K
SCA
646
Snowden Capital Advisors
New York
$245K
Cohen & Steers
647
Cohen & Steers
New York
$242K
OHWP
648
Oak Harbor Wealth Partners
North Carolina
$242K
MSWMA
649
Market Street Wealth Management Advisors
Indiana
$240K
JSW
650
Journey Strategic Wealth
New Jersey
$239K