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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
PCS
651
Personal CFO Solutions
New Jersey
$203K
SCM
652
Sebold Capital Management
Illinois
$203K
LIM
653
Letson Investment Management
Georgia
$200K
EWA
654
EverSource Wealth Advisors
Alabama
$182K
BGAI
655
Bruce G. Allen Investments
Colorado
$174K
SC
656
Steph & Co
Wisconsin
$171K
FHA
657
First Horizon Advisors
Tennessee
$170K
PPC
658
Park Place Capital
Alabama
$164K
FDW
659
Fourth Dimension Wealth
Ohio
$162K
FFA
660
Farther Finance Advisors
California
$158K
PCM
661
Penserra Capital Management
California
$155K
UB
662
UMB Bank
Missouri
$153K
KTC
663
Kentucky Trust Company
Kentucky
$150K
CT
664
Colonial Trust
South Carolina
$149K
CT
665
Caldwell Trust
Florida
$133K
AT
666
Arlington Trust
Alabama
$130K
AF
667
Allworth Financial
California
$127K
BBHC
668
Brown Brothers Harriman & Co
New York
$125K
AssetMark Inc
669
AssetMark Inc
California
$124K
CI Investments Inc
670
CI Investments Inc
Ontario, Canada
$123K
Federated Hermes
671
Federated Hermes
Pennsylvania
$122K
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$117K
DIP
673
DT Investment Partners
Pennsylvania
$110K
AA
674
Addison Advisors
Vermont
$110K
NICM
675
Neo Ivy Capital Management
New York
$107K