RJF icon

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
GRP
701
Global Retirement Partners
California
$115K
FHC
702
First Horizon Corporation
Tennessee
$115K
GF
703
GGM Financials
Ohio
$107K
DAM
704
Delta Asset Management
Tennessee
$104K
VCM
705
Versant Capital Management
Arizona
$100K
Loomis, Sayles & Company
706
Loomis, Sayles & Company
Massachusetts
$99.9K
CFO
707
CVA Family Office
Colorado
$98.4K
HPC
708
HM Payson & Co
Maine
$94.9K
CAL
709
Capital Advisors Ltd
Ohio
$92K
RIL
710
Rothschild Investment LLC
Illinois
$88.9K
OL
711
OneFund LLC
Florida
$88.4K
FDCP
712
Foster Dykema Cabot & Partners
Massachusetts
$86.3K
CH
713
Cromwell Holdings
Wyoming
$85.6K
SS
714
Sunbelt Securities
Texas
$82.2K
RMC
715
Resources Management Corp
Connecticut
$81K
C
716
Covestor
United Kingdom
$80K
PTC
717
Private Trust Company
Ohio
$72.1K
MCM
718
Manchester Capital Management
Vermont
$68.9K
ZBNA
719
Zions Bancorporation, National Association
Utah
$68.2K
SIM
720
Sentry Investment Management
Wisconsin
$67K
TC
721
Trust Company
Kansas
$65.4K
TCM
722
TD Capital Management
Tennessee
$64.9K
SAM
723
Shell Asset Management
Netherlands
$64K
AF
724
Alerus Financial
North Dakota
$62.7K
TPCW
725
TD Private Client Wealth
New York
$57.3K