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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
PCM
676
Penserra Capital Management
California
$177K
UB
677
UMB Bank
Missouri
$173K
KTC
678
Kentucky Trust Company
Kentucky
$169K
CT
679
Colonial Trust
South Carolina
$168K
AssetMark Inc
680
AssetMark Inc
California
$164K
PPC
681
Park Place Capital
Alabama
$163K
BC
682
Bayforest Capital
United Kingdom
$151K
AT
683
Arlington Trust
Alabama
$146K
MPWT
684
MassMutual Private Wealth & Trust
Connecticut
$133K
SSG
685
Summit Securities Group
New York
$133K
Walleye Capital
686
Walleye Capital
New York
$132K
Federated Hermes
687
Federated Hermes
Pennsylvania
$132K
LFG
688
Larson Financial Group
Missouri
$127K
OIAM
689
OFI Invest Asset Management
France
$125K
DIP
690
DT Investment Partners
Pennsylvania
$124K
AA
691
Addison Advisors
Vermont
$124K
PFBT
692
Parkside Financial Bank & Trust
Missouri
$121K
GRP
693
Global Retirement Partners
California
$115K
FHC
694
First Horizon Corporation
Tennessee
$115K
GF
695
GGM Financials
Ohio
$107K
DAM
696
Delta Asset Management
Tennessee
$104K
VCM
697
Versant Capital Management
Arizona
$100K
Loomis, Sayles & Company
698
Loomis, Sayles & Company
Massachusetts
$99.9K
CFO
699
CVA Family Office
Colorado
$98.4K
HPC
700
HM Payson & Co
Maine
$94.9K