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Raymond James Financial

886 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, 293 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: 849886 (+37)

8% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 319

1.29% less ownership

Funds ownership: 76.96%75.67% (-1.3%)

Holders
886
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
NAS
626
Nicolet Advisory Services
Wisconsin
$274K
DC
627
Diametric Capital
Massachusetts
$274K
CA
628
Carson Advisory
Georgia
$274K
IIC
629
Integrated Investment Consultants
Michigan
$270K
EIA
630
Eldridge Investment Advisors
New Hampshire
$269K
FRA
631
Frank Rimerman Advisors
California
$266K
IA
632
IFP Advisors
Florida
$265K
SEM
633
Suncoast Equity Management
Florida
$263K
DWT
634
Dorsey & Whitney Trust
South Dakota
$262K
WCM
635
Winebrenner Capital Management
Kentucky
$262K
JAM
636
Jupiter Asset Management
United Kingdom
$259K
BEI
637
Benjamin Edwards Inc
Missouri
$258K
FWA
638
FSM Wealth Advisors
Ohio
$257K
HAG
639
HighPoint Advisor Group
Illinois
$256K
PWM
640
Perigon Wealth Management
California
$256K
CWM
641
Circle Wealth Management
New Jersey
$255K
P
642
Pitcairn
Pennsylvania
$251K
RWM
643
RBA Wealth Management
California
$251K
KA
644
Kooman & Associates
Pennsylvania
$250K
MIM
645
Moseley Investment Management
Florida
$246K
BMCM
646
Bryn Mawr Capital Management
Pennsylvania
$245K
SCA
647
Snowden Capital Advisors
New York
$245K
Cohen & Steers
648
Cohen & Steers
New York
$242K
OHWP
649
Oak Harbor Wealth Partners
North Carolina
$242K
MSWMA
650
Market Street Wealth Management Advisors
Indiana
$240K