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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
PWPS
651
Pinnacle Wealth Planning Services
Ohio
$238K
FDW
652
Fourth Dimension Wealth
Ohio
$237K
SWA
653
Sax Wealth Advisors
New Jersey
$234K
ASN
654
Advisory Services Network
Georgia
$234K
SFG
655
Sovereign Financial Group
Connecticut
$234K
MCM
656
MAI Capital Management
Ohio
$232K
AA
657
Advisory Alpha
Michigan
$231K
BBHC
658
Brown Brothers Harriman & Co
New York
$230K
PCS
659
Personal CFO Solutions
New Jersey
$227K
LIM
660
Letson Investment Management
Georgia
$225K
AWM
661
Angeles Wealth Management
California
$225K
EWA
662
EverSource Wealth Advisors
Alabama
$225K
AW
663
Apricus Wealth
South Carolina
$223K
FFA
664
Farther Finance Advisors
California
$223K
MMA
665
Miracle Mile Advisors
California
$221K
JCM
666
Janney Capital Management
Pennsylvania
$216K
CT
667
Caldwell Trust
Florida
$215K
TCWA
668
Turtle Creek Wealth Advisors
Texas
$215K
HWMO
669
Heritage Wealth Management (Ohio)
Ohio
$209K
HCM
670
Howard Capital Management
Georgia
$209K
AAIS
671
ABN AMRO Investment Solutions
$208K
WAM
672
Weiss Asset Management
Massachusetts
$206K
SWP
673
Stratos Wealth Partners
Ohio
$205K
ISB
674
Iowa State Bank
Iowa
$205K
TIA
675
Tiemann Investment Advisors
California
$204K