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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
JWA
726
JFS Wealth Advisors
Pennsylvania
$51.8K
AAS
727
Ameritas Advisory Services
Nebraska
$51.8K
OA
728
Operose Advisors
Wisconsin
$51.8K
MFT
729
Moisand Fitzgerald Tamayo
Florida
$49.9K
RFP
730
Root Financial Partners
California
$49.9K
TH
731
TCTC Holdings
Texas
$49.5K
CT
732
Clearstead Trust
Maine
$49.2K
TFIPS
733
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.6K
FFWM
734
Future Financial Wealth Management
Ohio
$44.7K
HWM
735
Hemington Wealth Management
Virginia
$44K
PGAM
736
Princeton Global Asset Management
New Jersey
$42.3K
CA
737
Clearstead Advisors
Ohio
$38.7K
CPBTD
738
Central Pacific Bank - Trust Division
Hawaii
$36.9K
ABWM
739
Alpine Bank Wealth Management
Colorado
$34K
WT
740
Whittier Trust
California
$33.2K
DMBA
741
Deseret Mutual Benefit Administrators
Utah
$33.1K
ACM
742
Anfield Capital Management
California
$33K
QC
743
Quent Capital
New York
$32.6K
SL
744
Salomon & Ludwin
Virginia
$31.2K
VNA
745
Valley National Advisers
Pennsylvania
$30K
JFGIW
746
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.2K
CFD
747
Creative Financial Designs
Indiana
$28.5K
WBC
748
West Branch Capital
Massachusetts
$26.1K
AWM
749
Accredited Wealth Management
Kentucky
$25.7K
RF
750
Rossby Financial
Florida
$24.9K