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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
CAL
701
Capital Advisors Ltd
Ohio
$92K
RIL
702
Rothschild Investment LLC
Illinois
$88.9K
OL
703
OneFund LLC
Florida
$88.4K
FDCP
704
Foster Dykema Cabot & Partners
Massachusetts
$86.3K
CH
705
Cromwell Holdings
Wyoming
$85.6K
SS
706
Sunbelt Securities
Texas
$82.2K
RMC
707
Resources Management Corp
Connecticut
$81K
C
708
Covestor
United Kingdom
$80K
PTC
709
Private Trust Company
Ohio
$72.1K
MCM
710
Manchester Capital Management
Vermont
$68.9K
ZBNA
711
Zions Bancorporation, National Association
Utah
$68.2K
SIM
712
Sentry Investment Management
Wisconsin
$67K
TC
713
Trust Company
Kansas
$65.4K
TCM
714
TD Capital Management
Tennessee
$64.9K
SAM
715
Shell Asset Management
Netherlands
$64K
AF
716
Alerus Financial
North Dakota
$62.7K
TPCW
717
TD Private Client Wealth
New York
$57.3K
JWA
718
JFS Wealth Advisors
Pennsylvania
$51.8K
AAS
719
Ameritas Advisory Services
Nebraska
$51.8K
OA
720
Operose Advisors
Wisconsin
$51.8K
MFT
721
Moisand Fitzgerald Tamayo
Florida
$49.9K
RFP
722
Root Financial Partners
California
$49.9K
TH
723
TCTC Holdings
Texas
$49.5K
CT
724
Clearstead Trust
Maine
$49.2K
TFIPS
725
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.6K