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Raymond James Financial

844 hedge funds and large institutions have $21.4B invested in Raymond James Financial in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 324 increasing their positions, 266 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.05% more ownership

Funds ownership: 75.15%75.21% (+0.05%)

10% less capital invested

Capital invested by funds: $23.8B → $21.4B (-$2.43B)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
844
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$41.4M
Net Calls
Net Calls Change

Top Buyers

1 +$245M
2 +$227M
3 +$120M
4
BlackRock
BlackRock
New York
+$80.2M
5
Goldman Sachs
Goldman Sachs
New York
+$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
676
ORG Wealth Partners
Texas
$91.6K
BBHC
677
Brown Brothers Harriman & Co
New York
$87K
DAM
678
Delta Asset Management
Tennessee
$83.3K
PFBT
679
Parkside Financial Bank & Trust
Missouri
$82.9K
Loomis, Sayles & Company
680
Loomis, Sayles & Company
Massachusetts
$80K
HPC
681
HM Payson & Co
Maine
$76.4K
C
682
Covestor
United Kingdom
$75K
CAL
683
Capital Advisors Ltd
Ohio
$73K
GM
684
GeoWealth Management
Illinois
$71.4K
FDCP
685
Foster Dykema Cabot & Partners
Massachusetts
$69.5K
EWA
686
EverSource Wealth Advisors
Alabama
$69.3K
RIL
687
Rothschild Investment LLC
Illinois
$68.8K
PFP
688
Pinnacle Financial Partners
Tennessee
$68.7K
AssetMark Inc
689
AssetMark Inc
California
$68.5K
SIM
690
Sentry Investment Management
Wisconsin
$68K
CFO
691
CVA Family Office
Colorado
$66.7K
RMC
692
Resources Management Corp
Connecticut
$66K
CH
693
Cromwell Holdings
Wyoming
$65.8K
SSG
694
Summit Securities Group
New York
$64K
WT
695
Whittier Trust
California
$60.3K
ZBNA
696
Zions Bancorporation, National Association
Utah
$60.1K
MCM
697
Manchester Capital Management
Vermont
$55K
MCM
698
MAI Capital Management
Ohio
$53.1K
PTC
699
Private Trust Company
Ohio
$53.1K
TC
700
Trust Company
Kansas
$52.6K