RJF icon

Raymond James Financial

886 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, 293 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: 849886 (+37)

8% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 319

1.29% less ownership

Funds ownership: 76.96%75.67% (-1.3%)

Holders
886
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
TPCW
726
TD Private Client Wealth
New York
$57.3K
JWA
727
JFS Wealth Advisors
Pennsylvania
$51.8K
AAS
728
Ameritas Advisory Services
Nebraska
$51.8K
OA
729
Operose Advisors
Wisconsin
$51.8K
MFT
730
Moisand Fitzgerald Tamayo
Florida
$49.9K
RFP
731
Root Financial Partners
California
$49.9K
TH
732
TCTC Holdings
Texas
$49.5K
CT
733
Clearstead Trust
Maine
$49.2K
TFIPS
734
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.6K
FFWM
735
Future Financial Wealth Management
Ohio
$44.7K
HWM
736
Hemington Wealth Management
Virginia
$44K
PGAM
737
Princeton Global Asset Management
New Jersey
$42.3K
CA
738
Clearstead Advisors
Ohio
$38.7K
CPBTD
739
Central Pacific Bank - Trust Division
Hawaii
$36.9K
ABWM
740
Alpine Bank Wealth Management
Colorado
$34K
WT
741
Whittier Trust
California
$33.2K
DMBA
742
Deseret Mutual Benefit Administrators
Utah
$33.1K
ACM
743
Anfield Capital Management
California
$33K
QC
744
Quent Capital
New York
$32.6K
SL
745
Salomon & Ludwin
Virginia
$31.2K
VNA
746
Valley National Advisers
Pennsylvania
$30K
JFGIW
747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.2K
CFD
748
Creative Financial Designs
Indiana
$28.5K
WBC
749
West Branch Capital
Massachusetts
$26.1K
AWM
750
Accredited Wealth Management
Kentucky
$25.7K