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Raymond James Financial

872 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, 287 increasing their positions, 314 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:

3% more funds holding

Funds holding: 844872 (+28)

9% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 314

1.28% less ownership

Funds ownership: 76.87%75.59% (-1.3%)

Holders
872
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
BBHC
651
Brown Brothers Harriman & Co
New York
$230K
PCS
652
Personal CFO Solutions
New Jersey
$227K
LIM
653
Letson Investment Management
Georgia
$225K
AWM
654
Angeles Wealth Management
California
$225K
EWA
655
EverSource Wealth Advisors
Alabama
$225K
AW
656
Apricus Wealth
South Carolina
$223K
FFA
657
Farther Finance Advisors
California
$223K
MMA
658
Miracle Mile Advisors
California
$221K
JCM
659
Janney Capital Management
Pennsylvania
$216K
CT
660
Caldwell Trust
Florida
$215K
TCWA
661
Turtle Creek Wealth Advisors
Texas
$215K
HWMO
662
Heritage Wealth Management (Ohio)
Ohio
$209K
HCM
663
Howard Capital Management
Georgia
$209K
AAIS
664
ABN AMRO Investment Solutions
$208K
WAM
665
Weiss Asset Management
Massachusetts
$206K
SWP
666
Stratos Wealth Partners
Ohio
$205K
ISB
667
Iowa State Bank
Iowa
$205K
TIA
668
Tiemann Investment Advisors
California
$204K
AIM
669
Advyzon Investment Management
Illinois
$203K
FT
670
Fiduciary Trust
Massachusetts
$202K
LS
671
Livforsakringsbolaget Skandia
Sweden
$195K
BGAI
672
Bruce G. Allen Investments
Colorado
$191K
SC
673
Steph & Co
Wisconsin
$185K
CM
674
Capula Management
Cayman Islands
$183K
CI Investments Inc
675
CI Investments Inc
Ontario, Canada
$178K