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Raymond James Financial

880 hedge funds and large institutions have $26B invested in Raymond James Financial in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 291 increasing their positions, 317 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:

4% more funds holding

Funds holding: 847880 (+33)

8% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 317

1.33% less ownership

Funds ownership: 76.96%75.63% (-1.3%)

Holders
880
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
SEM
631
Suncoast Equity Management
Florida
$263K
DWT
632
Dorsey & Whitney Trust
South Dakota
$262K
WCM
633
Winebrenner Capital Management
Kentucky
$262K
JAM
634
Jupiter Asset Management
United Kingdom
$259K
BEI
635
Benjamin Edwards Inc
Missouri
$258K
FWA
636
FSM Wealth Advisors
Ohio
$257K
HAG
637
HighPoint Advisor Group
Illinois
$256K
PWM
638
Perigon Wealth Management
California
$256K
CWM
639
Circle Wealth Management
New Jersey
$255K
P
640
Pitcairn
Pennsylvania
$251K
RWM
641
RBA Wealth Management
California
$251K
KA
642
Kooman & Associates
Pennsylvania
$250K
MIM
643
Moseley Investment Management
Florida
$246K
BMCM
644
Bryn Mawr Capital Management
Pennsylvania
$245K
SCA
645
Snowden Capital Advisors
New York
$245K
Cohen & Steers
646
Cohen & Steers
New York
$242K
OHWP
647
Oak Harbor Wealth Partners
North Carolina
$242K
MSWMA
648
Market Street Wealth Management Advisors
Indiana
$240K
JSW
649
Journey Strategic Wealth
New Jersey
$239K
PWPS
650
Pinnacle Wealth Planning Services
Ohio
$238K