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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
FFWM
726
Future Financial Wealth Management
Ohio
$44.7K
HWM
727
Hemington Wealth Management
Virginia
$44K
PGAM
728
Princeton Global Asset Management
New Jersey
$42.3K
CA
729
Clearstead Advisors
Ohio
$38.7K
CPBTD
730
Central Pacific Bank - Trust Division
Hawaii
$36.9K
ABWM
731
Alpine Bank Wealth Management
Colorado
$34K
WT
732
Whittier Trust
California
$33.2K
DMBA
733
Deseret Mutual Benefit Administrators
Utah
$33.1K
ACM
734
Anfield Capital Management
California
$33K
QC
735
Quent Capital
New York
$32.6K
SL
736
Salomon & Ludwin
Virginia
$31.2K
VNA
737
Valley National Advisers
Pennsylvania
$30K
JFGIW
738
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.2K
CFD
739
Creative Financial Designs
Indiana
$28.5K
WBC
740
West Branch Capital
Massachusetts
$26.1K
AWM
741
Accredited Wealth Management
Kentucky
$25.7K
RF
742
Rossby Financial
Florida
$24.9K
BIA
743
Bell Investment Advisors
California
$24.9K
WA
744
WPG Advisers
Maryland
$24.5K
WIM
745
Westside Investment Management
California
$24.2K
B
746
Birchbrook
Maine
$22.6K
RA
747
Rise Advisors
New York
$22.3K
WTC
748
WhitTier Trust Company
Nevada
$22K
GKIM
749
GW&K Investment Management
Massachusetts
$22K
FFO
750
Fortitude Family Office
Arizona
$21.9K