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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
PFBT
676
Parkside Financial Bank & Trust
Missouri
$107K
LFG
677
Larson Financial Group
Missouri
$107K
C
678
Covestor
United Kingdom
$100K
DAM
679
Delta Asset Management
Tennessee
$92K
GRP
680
Global Retirement Partners
California
$91.5K
VCM
681
Versant Capital Management
Arizona
$90.8K
Loomis, Sayles & Company
682
Loomis, Sayles & Company
Massachusetts
$88.8K
CFO
683
CVA Family Office
Colorado
$87.4K
MCM
684
MAI Capital Management
Ohio
$85.7K
SIM
685
Sentry Investment Management
Wisconsin
$85K
SWM
686
Spire Wealth Management
Virginia
$84.8K
HPC
687
HM Payson & Co
Maine
$84.4K
MSE
688
MUFG Securities EMEA
United Kingdom
$83.3K
CAL
689
Capital Advisors Ltd
Ohio
$81K
RIL
690
Rothschild Investment LLC
Illinois
$79K
FDCP
691
Foster Dykema Cabot & Partners
Massachusetts
$76.7K
AAP
692
Arax Advisory Partners
Colorado
$76.5K
CH
693
Cromwell Holdings
Wyoming
$76.1K
OL
694
OneFund LLC
Florida
$76K
GM
695
GeoWealth Management
Illinois
$73.6K
RMC
696
Resources Management Corp
Connecticut
$72K
WT
697
Whittier Trust
California
$66.6K
SOW
698
State of Wyoming
Wyoming
$65.9K
PTC
699
Private Trust Company
Ohio
$64.1K
AAS
700
Ameritas Advisory Services
Nebraska
$63.6K