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Raymond James Financial

880 hedge funds and large institutions have $26B invested in Raymond James Financial in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 291 increasing their positions, 317 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:

4% more funds holding

Funds holding: 847880 (+33)

8% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 317

1.33% less ownership

Funds ownership: 76.96%75.63% (-1.3%)

Holders
880
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
FHC
701
First Horizon Corporation
Tennessee
$115K
GF
702
GGM Financials
Ohio
$107K
DAM
703
Delta Asset Management
Tennessee
$104K
VCM
704
Versant Capital Management
Arizona
$100K
Loomis, Sayles & Company
705
Loomis, Sayles & Company
Massachusetts
$99.9K
CFO
706
CVA Family Office
Colorado
$98.4K
HPC
707
HM Payson & Co
Maine
$94.9K
CAL
708
Capital Advisors Ltd
Ohio
$92K
RIL
709
Rothschild Investment LLC
Illinois
$88.9K
OL
710
OneFund LLC
Florida
$88.4K
FDCP
711
Foster Dykema Cabot & Partners
Massachusetts
$86.3K
CH
712
Cromwell Holdings
Wyoming
$85.6K
SS
713
Sunbelt Securities
Texas
$82.2K
RMC
714
Resources Management Corp
Connecticut
$81K
C
715
Covestor
United Kingdom
$80K
PTC
716
Private Trust Company
Ohio
$72.1K
MCM
717
Manchester Capital Management
Vermont
$68.9K
ZBNA
718
Zions Bancorporation, National Association
Utah
$68.2K
SIM
719
Sentry Investment Management
Wisconsin
$67K
TC
720
Trust Company
Kansas
$65.4K
TCM
721
TD Capital Management
Tennessee
$64.9K
SAM
722
Shell Asset Management
Netherlands
$64K
AF
723
Alerus Financial
North Dakota
$62.7K
TPCW
724
TD Private Client Wealth
New York
$57.3K
JWA
725
JFS Wealth Advisors
Pennsylvania
$51.8K