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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
VNA
726
Valley National Advisers
Pennsylvania
$26K
CFD
727
Creative Financial Designs
Indiana
$25.3K
BIA
728
Bell Investment Advisors
California
$24.2K
JFGIW
729
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K
RF
730
Rossby Financial
Florida
$23K
AWM
731
Accredited Wealth Management
Kentucky
$22.9K
OWP
732
ORG Wealth Partners
Texas
$22K
WTC
733
WhitTier Trust Company
Nevada
$20.2K
CPG
734
Cornerstone Planning Group
New Jersey
$20.2K
B
735
Birchbrook
Maine
$20.1K
WA
736
WPG Advisers
Maryland
$20.1K
FFO
737
Fortitude Family Office
Arizona
$19.5K
RA
738
Rise Advisors
New York
$19.3K
GKIM
739
GW&K Investment Management
Massachusetts
$19K
NS
740
NBC Securities
Alabama
$19K
SSG
741
Summit Securities Group
New York
$18.7K
ST
742
Smithfield Trust
Pennsylvania
$18K
FMII
743
Farmers & Merchants Investments Inc
Nebraska
$17.9K
RBI
744
Raiffeisen Bank International
Austria
$17.8K
NC
745
NewSquare Capital
Pennsylvania
$17.2K
PWMG
746
Prestige Wealth Management Group
New Jersey
$17K
MCM
747
MV Capital Management
Maryland
$16.6K
SC
748
SouthState Corp
Florida
$16.4K
CT
749
Clearstead Trust
Maine
$16K
HI
750
Harbour Investments
Wisconsin
$14.7K